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Using the Schedule Board
Using the Schedule Board
- Documentation Reviewer
- Kimberly Onnen
Owned by Documentation Reviewer
With Schedule, changes made to appointments and service calls update Signature immediately. When you have made changes to appointment details, within Service Management or Job Cost, or with settings, you may need to refresh the schedule board to see these updates. A reload occurs in these scenarios:
- Automatically, as defined by the interval in the Automatic Reload section of the Global Options window in General setup.
- Manually, when you choose the Refresh Appointments icon.
To access Schedule's full capability, we recommend Google Chrome or other non-Microsoft browsers for your internet browser. Microsoft browsers may still be able to access Schedule but you may not have access to all features.
Use the steps in this section to complete everyday tasks on the schedule board.
Topics within this section:
- Double-booking and appointment conflicts
- Change the schedule board view
- Changing companies
- Working with appointments and service calls
- Making appointment changes on the schedule board
- View or edit service appointment details
- View or edit job appointment details
- View or edit the service call
- Create additional appointments
- Completing appointments
- Unscheduled or unassigned appointments
- Using the appointment wizard
- Notifying customers via email
- Working with resources
- Viewing reports
- Working with notes and attachments