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. […]