Introduction This article gives you a quick over of job workflow. It highlights the typical steps office staff move through as they process a job from beginning to end. 1 Scheduling a site visit After receiving a call from a prospect, a site visit is booked on the Scheduler. 2 Dispatching a technician Once dispatched, […]
Introduction If your job includes managing workflow, you’ll be using the Scheduler and Dispatch tools on a regular basis. This article gives you a quick overview of those tools. 1 Reviewing the scheduler The main function of the Scheduler is to book a job. That means create a job card, book a date and time […]
Introduction This article provides a brief description of the dashboard. The dashboard is the main page on your screen after you log in to your Skeduler account. 1 Understanding the main menu The main menu runs across the top of the page. The main menu has two sections. On the left side of the menu, […]
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 After logging on, the screen lists the current job. Scroll down and click Tomorrow to see the […]
Introduction Every system admin must know how to book a job and later add new site visits. Both tasks require similar steps. The key is knowing where they differ. By the end of this overview article, you’ll know how to do both tasks. 1 Booking a job Booking a new job is a three-step process. […]
Introduction You’ll find marketing performance data at the bottom of the dashboard. This article shows you how to customise the time frame. 1 Adjusting the time frame On the dashboard, scroll down to the Marketing Performance heading. Scroll to the right side of the section and locate the box with dates. Click the box. A […]
Introduction The centre of the dashboard presents sales performance statistics over a set time period. This article shows you how to locate the data and customise the time frame. 1 Adjusting the time frame On the dashboard, scroll down the Sales Statistics heading. Scroll to the right side of the statistics section and locate the […]
Introduction The dashboard has three sets of charts that help business managers assess sales performance. This article shows you how to read and customise those charts. 1 Adjusting the time frame The three charts compare two sets of data: current month selected month You can customise the charts by changing the selected year and month. […]
Introduction The dashboard includes a graph that compares revenue with a pre-determined target. These figures are not meant to provide a detailed accounting of your business for the past month. Instead, the chart summarises data for key performance indicators (KPI). The target is a calculation based on an assumed dollar value per job type. To […]
Introduction The dashboard shows revenue as a percentage of target. This graph is not meant to provide an accounting of business activity. Instead, it summarises data from key performance indicators (KPI). The target is an automatic calculation based on KPI assumptions about average revenue generated by job type. You can change the value of each […]