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Schedule 2019 (3.0)
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Schedule Readme and Installation Guide 3.0
Schedule User Guide
Overview
Setting up Schedule
Using the Schedule Board
Using the Customer Hub
Working with Service Requests
Using the Map View
Troubleshooting
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Schedule 2019 (3.0)
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Schedule User Guide
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Schedule User Guide
Documentation Reviewer
Kimberly Onnen
Owned by
Documentation Reviewer
Last updated:
May 28, 2024
by
Kimberly Onnen
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Schedule 3.0 User Guide.pdf
Overview
Viewing the schedule board
Appointments and appointment types
Context-sensitive menus
Icons and buttons
Filtering and sorting in Schedule
Locating a record using Find
Setting up Schedule
Administration setup
General setup
Map View setup
Report setup
Email notification setup
Setting up the ServiceChannel integration
Using 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
Viewing the Customer tab
Viewing the Location tab
Viewing the Open Appointments tab
Viewing the Service Calls tab
Viewing the Equipment tab
Viewing the Contacts tab
Viewing the Contracts tab
Viewing the Jobs tab
Creating a new customer
Creating a new service call
Creating a new location
Working with Service Requests
Accessing the Service Requests tab
Accepting or rejecting a service request
Mapping customer information
Creating a new customer and/or new location
Working with NTE service requests
Creating a service call
Viewing/editing a service call
Receiving Dispatcher email notifications
Using the Map View
Viewing appointments on map
Viewing appointment details
Viewing and optimizing routes
View unscheduled/unassigned appointments on map
Troubleshooting
Clearing the Application Cache
Clearing the Customer Hub Cache
Refreshing Tooltip Content
Resetting the Grid
Resource has an invalid current location
Schedule board isn't updating
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