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
• General setup
• Map View setup
• 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
• Working with resources
• 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