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Schedule 2019 (3.0)
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Schedule 2019 (3.0)
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All Help Documentation
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Schedule Readme and Installation Guide 3.0
New Features & Fixes
System Requirements
Installing Schedule
Upgrading Schedule
Uninstalling Schedule
Schedule User Guide
Overview
Viewing the schedule board
Appointments and appointment types
Context-sensitive menus
Icons and buttons
Filtering and sorting in Schedule
Locating a record using Find
Setting up Schedule
Administration setup
Working with roles
Processing requests
Setting up users
General setup
Setting up global options
Setting up company options
Map View setup
Setting up Mapping Options
Setting up Resource Options
Setting up Vehicles
Report setup
Email notification setup
Setting up the ServiceChannel integration
Using the Schedule Board
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
View resource details
Unschedule or unassign resources
Identify over-allocated resources
Create a resource activity
View or change resource activities
Viewing reports
Working with notes and attachments
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
Viewing the Contacts tab
Viewing the Contracts tab
Viewing the Jobs tab
Creating a new customer
Creating a new service call
Creating a new location
Working with Service Requests
Accessing the Service Requests tab
Accepting or rejecting a service request
Mapping customer information
Creating a new customer and/or new location
Working with NTE service requests
Creating a service call
Viewing/editing a service call
Receiving Dispatcher email notifications
Using the Map View
Viewing appointments on map
Viewing appointment details
Viewing and optimizing routes
View unscheduled/unassigned appointments on map
Troubleshooting
Clearing the Application Cache
Clearing the Customer Hub Cache
Refreshing Tooltip Content
Resetting the Grid
Resource has an invalid current location
Schedule board isn't updating
PDF Downloads
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Schedule 3
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PDF Downloads
Schedule 3.0 Readme & Installation Guide.pdf
Schedule 3.0 User Guide.pdf
