User Guide Schedule 2021 (4.7) User Guide.pdf 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 Google Maps Error Messages Refreshing Tooltip Content Resetting the Grid Schedule Board isn't Updating Resource Has an Invalid Current Location
