Schedule User Guide Schedule 3.0 User Guide.pdf 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
