Introduction This article shows you how to find Job Cards. Job Cards are an important business tool. They help business managers track workflow and customer data like quotes, invoices, payments, and site visits. 1 Locating job cards You can find and open job cards from the Accounts menu tab. Scroll up to the top of […]
Introduction There are two ways to search for a job on the Skeduler platform. You can search on the Scheduler page or the Jobs page. This article shows you how to search for jobs on the Jobs Page. The image below shows the search tool on the Jobs page. For information about searching on the […]
Introduction There are two ways to search for a job on the Skeduler platform. You can search on the Scheduler board or the Jobs page. This article shows you how to search for jobs on the Scheduler board. The image below shows the Job Search tool on the Scheduler page. For information about searching on […]
Introduction While creating a new booking, you assign a job to a technician. It’s possible to change the assigned technician after a job has been created and scheduled. This article shows you how to change the assigned technician using a drag and drop tool. 1 Opening Scheduler board Change a technician’s assignment on the Scheduler […]
Introduction This article shows you how to book a new job. Booking a job means creating a record for a new client. A record includes information like: client name and address description of work assigned technician visit date, notes, and other information 1 Opening Add Job panel You create a new job inside the Add […]
Introduction This article shows you how to increase the number of user licenses on your account. Every user on the Skedule system needs a license. There are 3 types of users. Permissions and roles can be changed for the Admin and Member users on the settings panel. Permissions and roles cannot be changed for Technician […]