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 […]
Introduction This article shows you how to locate your subscription information. You also learn how to find and update billing information. 1 Locating subscription information On the Skeduler site, scroll up to the top menu bar and click Settings. A drop-down menu displays. Select Subscription. Two panels display in the center of the page: one […]
Introduction You can integrate Skeduler with your Avanser account. 1 Integrating with Avanser On the Skeduler site, scroll up to the top menu bar and then click Settings. A drop-down menu displays. Select Integrations. A new page displays. Click the Avanser icon. Enter the Avanser user name. Enter the Avanser password. After successful integration, the […]
Introduction You can integrate Skeduler with your Stripe account. Before integrating, you need to locate and copy two API keys on the Stripe website. 1 Integrating with Stripe On the Skeduler site, scroll up to the top menu bar and then click Settings. A drop-down menu displays. Select Integrations. A new page displays. Click the […]
Introduction You can integrate Skeduler with your Xero account. 1 Integrating with Xero On the Skeduler site, scroll up to the top menu bar and then click Settings. A drop-down menu displays. Select Integrations. A new page displays. Click the Xero icon. Click the Connect to Xero button. A new page displays. Click Allow Access […]
Introduction This article shows you how to subscribe to the Skeduler service. If you are on the 14-day trial version, you see Trial on the top menu and a pink bar. 1 Buying a subscription We offer a monthly subscription service. There is no long-term contract. To purchase a monthly subscription, click the BUY NOW […]
Introduction First-time visitors to the Skeduler site see the Industry Select page. Choose the industry option that best describes your business activity. Selecting an industry helps us display relevant information on the platform (e.g. job type, pricing manual, etc.). 1 Taking a tour After selecting an industry, take a tour of the site. The tour […]
Introduction You can create and edit invoice templates. You can also create multiple invoice templates if your company provides different services. 1 Locating the invoice template page Scroll up to the top of the page. On the top menu, click Settings. A drop-down menu displays. Select Invoice Templates. The Invoice Templates page displays. 2 Editing […]
Learn how to set up a Skeduler 14-day free trial account.