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Schedule 2020 (4.0)
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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 User Guide
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Setting up Schedule
Schedule settings can only be accessed by users with Administrator rights.
