Overview

Introduction

This article provides field staff with a workflow overview on the Scheduler system. By the end of this article, you will know each step from reading job details to payments and adding visits.

1 Viewing job details

1. After logging on, the screen lists the current job.
2. Scroll down and click Tomorrow to see the upcoming workflow.
3. At the top of the screen, click the current job to see details.

2 Completing safety analysis

1. Scroll down the job details page and click Let’s Begin. A new panel displays.
2. Complete the analysis and then click Confirm to start the job.

3 Completing an estimate

1. At the bottom of the screen, click Estimates. A new page displays.
2. On the new page, click New Estimate.
3. Complete the estimate and then click Finish.

4 Completing a sale

1. On the Estimate page, click the Change to Sale button.
2. Complete the Authorization to proceed with work page with the customer.
3. Click Save.

5 Recording a payment

1. At the bottom of the screen, click Payment. The Payments page displays.
2. Click New Payment.
3. Complete the Payment page and then click Save.

6 Adding media

1. At the bottom of the screen, click Media. The Media page displays.
2. At the bottom of the screen, select Photos, Documents, or Videos.
3. Add media and then click Save.

7 Adding notes

1. At the bottom of the screen, click Notes. The Notes page displays.
2. Record information and then click Save.

8 Adding visits

1. At the bottom of the screen, click Schedules. The Add New page displays.
2. Schedule a new visit.
3. Click Save.

9 Finishing the job

1. At the bottom of the screen, click the red Finish bottom. A drop-down menu displays.
2. Select an option on the menu.
3. Click Complete.