Introduction A Task lets you assign staff time to non-billable activities during work hours (e.g. dropping off a vehicle for regular maintenance). This is different from a Time Block, which marks time on the Scheduler board and tells you when a staff person is not available during work hours (e.g. annual leave, sick leave, etc.) […]
Introduction A Time Block tells you when a staff person is not available during work hours (e.g. annual leave, sick leave, etc.). This is different from a Task, which marks time on the Scheduler board and tells you when a staff person is doing non-billable work (e.g. dropping off a vehicle for regular maintenance). Located […]
Introduction This article shows you how to edit information on a Job Card. There are four groups of information that can be edited: client information billing information job details assigned technician. 1 Locating a job card You can find and open a Job Card from the Accounts menu tab. Scroll up to the top of […]
Introduction Adding a site visit allows you to insert workflow information into a job card, like: date and time duration name of technician. There are two ways to update Job Card information. This article shows you how to add site visits via the Scheduler board. The other way is accessing the Job Card page. For […]
Introduction Adding a site visit allows you to insert workflow information into a Job Card, like: date and time duration name of technician. There are two ways to update Job Card information. This article shows you how to add site visits by accessing the Job Card page. The other way is to open a Job […]
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 […]