Scheduling Overview
DebtRecoup provides three complementary scheduling tools to help collectors manage their daily workflow and ensure timely follow-up on accounts. Each tool serves a different purpose, and understanding when to use each one will help you work more efficiently.
Scheduling Options Comparison
| Feature | Work Dates | Callbacks | Calendar |
|---|---|---|---|
| Purpose | Schedule general account reviews | Set specific appointments with debtors | Visualize and manage all scheduled work |
| Time specificity | Date only | Date and time | View of dates with accounts |
| Priority level | Standard | High (time-sensitive) | Depends on item type |
| Where it appears | Calendar view | Callback list | Calendar view |
| Best for | Payment follow-ups, document deadlines, review cycles | Debtor-requested calls, negotiation follow-ups | Daily planning, workload balancing |
| Typical timeframe | Days to weeks ahead | Hours to days ahead | Any timeframe |
Work Dates
Work dates let you schedule when an account should be reviewed next. They are ideal for general follow-up tasks that do not require a specific time.
Common uses:
- Following up after a payment promise date
- Checking if documents have arrived
- Regular account review cycles
- Monitoring payment plan progress
Work dates appear in the Calendar on their scheduled date. The account remains accessible at any time, but the work date serves as a reminder to review it.
Learn more about Setting Work Dates
Callbacks
Callbacks are time-specific appointments scheduled with debtors. Unlike work dates, callbacks include both a date and time, reflecting a commitment made to the debtor.
Common uses:
- Debtor requested "call me back at 3 PM tomorrow"
- Follow-up after debtor needs time to think about an offer
- Scheduled payment confirmation calls
- Information gathering callbacks
Callbacks appear in the dedicated Callbacks list. They are higher priority than work dates because they represent commitments to contact debtors at specific times.
Calendar
The Calendar provides a visual interface for work dates. Select a date to see accounts scheduled for that day; when today is selected, the list includes overdue work dates up to and including today.
Common uses:
- Morning review of today's scheduled accounts
- Weekly planning and workload balancing
- Identifying overdue items that need attention
- Quick access to accounts by date
The Calendar opens selected accounts directly from the date-specific account list.
Choosing the Right Tool
Use Work Dates when:
- You need a general reminder to review an account
- The exact time of day does not matter
- You are planning follow-up based on your own schedule
- You want to spread work across multiple days
Use Callbacks when:
- The debtor requested a specific time
- You promised to call at a certain time
- Time zone coordination is important
- The follow-up is time-sensitive
Use the Calendar when:
- You need to see your full schedule
- You want to plan ahead for the week
- You need to balance workload across days
- You want quick access to accounts by date
Common Concepts
Time Zone Considerations
When scheduling work that involves contacting debtors:
- Consider the debtor's local time zone
- Business hours restrictions may apply
- Work dates use calendar dates (no time component)
- Callbacks include specific times
Integration
All three scheduling tools work together:
- Work dates show in the Calendar account list for the selected date
- The Work By dialog provides flexible non-date account filters
- Account notes can reference scheduled follow-ups
Related Topics
- Work By - Flexible account filtering
- Hot List - Priority account management
- Notes and Alerts - Documenting scheduled follow-ups