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 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 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 […]