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Schedule 2021 (4.7)
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User Guide
Schedule Overview
Setting up Schedule
Using the Schedule Board
Using the Customer Hub
Using the Map View
Troubleshooting
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Schedule 2021 (4.7)
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User Guide
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User Guide
Documentation Reviewer
Kimberly Onnen
Owned by
Documentation Reviewer
Last updated:
Nov 17, 2023
by
Kimberly Onnen
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Schedule 2021 (4.7) User Guide.pdf
Schedule Overview
Viewing the Schedule Board
Appointments and Appointment Types
Context-sensitive Menus
Icons and Buttons
Filtering and Sorting Data
Locating a Record Using Find
Viewing Your User Profile
Changing Your Schedule Password
Logging out of Schedule
Setting up Schedule
Administration Setup
General Setup
Map View Setup
Report Setup
Email Notification Setup
Schedule Configuration
Building Optimization Broker Settings
Using the Schedule Board
Double-booking and Appointment Conflicts
Changing the Schedule Board View
Changing Companies
Working with Appointments and Service Calls
Working with Resources
Viewing Reports
Working with Notes and Attachments
Working with the Job Panel
Using the Customer Hub
Viewing the Customer Tab
Viewing the Location Tab
Viewing the Open Appointments Tab
Viewing the Service Calls Tab
Viewing the Equipment Tab
Working with the Contacts Tab
Viewing the Contracts Tab
Viewing the Jobs Tab
Creating a New Customer
Creating a New Service Call
Creating a New Location
Using the Map View
Viewing Appointments on the Map
Viewing Appointment Details
Viewing and Optimizing Routes
Viewing Unscheduled/Unassigned Appointments on the Map
Using Drawing Tools on the Map
Resetting Technician Starting Locations
Troubleshooting
Appointment Start Date Field is Missing
Clearing the Application Cache
Clearing the Customer Hub Cache
Geocode was Not Successful for <Service Call>
Google Maps Error Messages
Refreshing Tooltip Content
Resetting the Grid
Schedule Board isn't Updating
Resource Has an Invalid Current Location
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