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Schedule 2024 (7.0)

All Help Documentation

Schedule 2024 (7.0)

Main

All Help Documentation

Main

What's New Fall 2024

Release Notes

August 2025 Service Pack 2 Readme
January 2025 Service Pack 1 Readme

November 2024 Readme

Requirements and Compatibility
Upgrading and Installing Schedule
Installation Notes
Issues Fixed
New Features

Installation and Upgrade Guide

System Requirements and Compatibility
Additional Installation Information
Installing Schedule
Upgrading Schedule
Viewing the K2A Service Library Event Log
Uninstalling Schedule

User Guide

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
Accessing Your Profile and User Settings
Changing Your Schedule Password
Logging Out of Schedule

Setting Up Schedule

Administration Setup

Setting Up Users
Working With Roles
Setting Up Resource Options
Processing Requests
Setting Up XOi Integration

General Setup

Setting Up Company Options

Setting Up Schedule Configuration
Setting Up Schedule Colors
Displaying Service Call, Appointment, & Equipment Form Fields

Setting Up Global Options

Map View Setup

Setting Up Mapping Options

Geocoding Service Locations and Technician Locations

Setting Up Geocoding for Technician Starting Locations
Setting Up Geocoding for Service Locations

Setting Up Vehicles

Report Setup
Email Notification Setup

Additional Schedule Configuration

Example: endPoint List
Schedule Metadata
Example: Modified schedulerControl.js
Example: Additional User-Defined Fields

Grid Configuration

User-Defined Field Configuration
Grid Column Formatting
Column Filtering
Setting Up a Field to Display in Schedule Service Call & Appointment Form Fields Settings
Adding a Column to a Grid

Appointment Label and Tooltip Configuration

Adding Appointment Description to Mouse-Over Tooltip
Adding Service Call Description with a Label
Adding Cost Code Alias to the Tooltip or Job Appointment Bar
Adding Service Call Description Without a Label
Altering the Resource Data Shown in the Timeline View

Example: Appointment Property List

Building Optimization Broker Settings
Automatically Reset Technician Starting Locations

Using the Schedule Board

Double-Booking and Appointment Conflicts
Changing the Schedule Board View
Changing Companies

Working With Appointments and Service Calls

Using the Appointment Wizard
Making Appointment Changes on the Schedule Board
Working With Job Appointment Details
Working With Service Appointment Details
Creating a Service Call
Viewing/Editing the Service Call
Viewing Service Call Timestamps
Viewing Appointment History
Viewing Service Call Tasks
Notifying Customers via Email
Creating Additional Appointments
Completing Appointments
Unscheduled or Unassigned Appointments
Using the Date/Time Picker

Working With Related Appointments and/or Resource Activities

Reschedule a Block of Appointments
Split a Block of Appointments
Delete a Block of Appointments

Processing Service Requests from Building Optimization Broker

Working With Resources

Adding Technicians to the Schedule Board
Viewing Resource Details
Unscheduling/Unassigning Resources
Identifying Over-Allocated Resources
Creating a Resource Activity
Viewing/Changing Resource Activities

Viewing Reports
Working With Notes and Attachments

Working With the Job Panel

Printing the Job Schedule by Cost Code Report

Working With Purchase Orders

Using the Customer Hub

Working With Customers

Viewing the Customer Tab
Creating a New Customer

Working With Locations

Viewing the Location Tab
Creating a New Location

Working With Equipment

Viewing the Equipment Tab
Creating New Equipment or Component Equipment
Editing Equipment and Component Equipment

Viewing the Open Appointments Tab
Viewing the Service Calls Tab
Working With the Contacts Tab
Working With the Contracts Tab
Viewing the Jobs Tab
Viewing the Invoicing Tab

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

Using the Service Monitor

Troubleshooting

Appointment Start Date Field Is Missing
Clearing the Application Cache
Clearing the Customer Hub Cache
Error Occurred During the Registration Check
Geocode Was Not Successful for <Service Call>
Google Maps Error Messages
Refreshing Tooltip Content
Resetting the Grid
Resource Has an Invalid Current Location
Schedule Board Isn’t Updating

PDF Downloads

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Schedule 2024
User Guide
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You may need to select the Refresh icon to display updates to the schedule board.

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Support Lifecycle Policy
Enhancements by Release

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