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Schedule User Guide
Schedule User Guide
- Documentation Reviewer
- Kimberly Onnen
Owned by Documentation Reviewer
Schedule 2018 (2.0) User Guide.pdf
- Overview
- Setting up Schedule
- Using the Schedule Board
- Filtering and sorting in Schedule
- Real-time changes to the schedule board
- Refresh the schedule board
- Double-booking and appointment conflicts
- Change the schedule board view
- Changing companies
- Working with appointments and service calls
- Working with resources
- Viewing reports
- Working with notes and attachments
- Using the Customer Hub
- Working with Service Requests
- Using the Map View
- Troubleshooting