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
• General Setup
• Map View Setup
• Report Setup
• Email Notification Setup
• Additional Schedule Configuration
• 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
• Working With Resources
• Viewing Reports
• Working With Notes and Attachments
• Working With the Job Panel
• Working With Purchase Orders

Using the Customer Hub

• Working With Customers
• Working With Locations
• Working With 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

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