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
• Viewing Your User Profile
• Changing Your Schedule Password
• Logging out of Schedule

Setting up Schedule

• Administration Setup
• General Setup
• Map View Setup
• Report Setup
• Email Notification Setup
• Schedule Configuration
• Building Optimization Broker Settings

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

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
• Working with the Contacts Tab
• Viewing the Contracts Tab
• Viewing the Jobs Tab
• Creating a New Customer
• Creating a New Service Call
• Creating a New Location

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
• Geocode was Not Successful for <Service Call>
• Google Maps Error Messages
• Refreshing Tooltip Content
• Resetting the Grid
• Schedule Board isn't Updating
• Resource Has an Invalid Current Location