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Schedule 2020 (4.0)

All Help Documentation

Schedule 2020 (4.0)

Main

All Help Documentation

Main

Schedule 4.0.31 Service Pack Readme

Schedule Readme and Installation Guide

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
Viewing your user profile
Changing your Schedule password
Logging out of Schedule

Setting up Schedule

Administration setup

Processing requests
Setting up users
Working with roles

General setup

Setting up company options
Setting up global options

Map View setup

Setting up vehicles
Setting up mapping options
Setting up resource options

Report setup
Email notification setup

Using the Schedule Board

Double-booking and appointment conflicts
Changing the schedule board view
Changing companies

Working with appointments and service calls

Using the Appointment Wizard
Making appointment changes on the schedule board
Viewing/editing job appointment details
Viewing/editing service appointment details
Viewing/editing the service call
Viewing service call timestamps
Viewing appointment history
Viewing service call tasks
Notifying customers via email
Creating additional appointments
Completing appointments
Unscheduled or unassigned appointments
Using the date/time picker

Working with related appointments and/or resource activities

Reschedule a block of appointments
Split a block of appointments
Delete a block of appointments

Working with resources

Viewing resource details
Unscheduling/unassigning resources
Identifying over-allocated resources
Creating a resource activity
Viewing/changing resource activities

Viewing reports
Working with notes and attachments

Working with the Job Panel

Printing the Job Schedule by Cost Code report

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 map
Viewing appointment details
Viewing and optimizing routes
Viewing unscheduled/unassigned appointments on the map
Using drawing tools on the map

Troubleshooting

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

PDF Downloads

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Schedule Readme and Installation Guide

Schedule 4.0 Readme & Installation Guide.pdf

New Features & Fixes
System Requirements
Installing Schedule
Upgrading Schedule
Uninstalling Schedule

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