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Scheduler
Filtering and searching tasks
Search tasks by key information, Add Filter (Category, Service Group, Part Status, etc.), or Sort tasks by Due, Priority, etc.
Search tasks by key information, Add Filter (Category, Service Group, Part Status, etc.), or Sort tasks by Due, Priority, etc.
List and Map views
Toggle between List and Map views to display tasks as either a list or pins on a map, which can be dragged into a time slot for scheduling.
Toggle between List and Map views to display tasks as either a list or pins on a map, which can be dragged into a time slot for scheduling.
Scheduler Toolbar
When selecting Users, Filter by service group, Filter by accreditation type or Filter by name to narrow the list of field users. In addition, Also show contractors to include Contractor App users.
When selecting Users, Filter by service group, Filter by accreditation type or Filter by name to narrow the list of field users. In addition, Also show contractors to include Contractor App users.
Use Day and Week views to schedule tasks, while Month View for a workload overview.
Use Day and Week views to schedule tasks, while Month View for a workload overview.
Click Today to return to the current date in any view, or use the arrows to navigate forward or backward in time.
Click Today to return to the current date in any view, or use the arrows to navigate forward or backward in time.
Navigate to the appointments page by clicking Send notifications, or click Create non-task event to schedule leave and other events.
Navigate to the appointments page by clicking Send notifications, or click Create non-task event to schedule leave and other events.
Calendar
In Week View, scheduling a task for the day defaults to a 9 AM start. If other appointments exist, placing the task at the bottom or top of an existing appointment adjusts the timing to start after or end before it.
In Week View, scheduling a task for the day defaults to a 9 AM start. If other appointments exist, placing the task at the bottom or top of an existing appointment adjusts the timing to start after or end before it.
Video
Create New Appointment
Appointment details
Assign a Category to an appointment, such as Flexible or Not Booked, to easily differentiate them. To customize categories, navigate to Control Panel> Appointments.
Assign a Category to an appointment, such as Flexible or Not Booked, to easily differentiate them. To customize categories, navigate to Control Panel> Appointments.
Add supporting technicians in the Technicians field and view their calendars in Day View.
Add supporting technicians in the Technicians field and view their calendars in Day View.
Add extra Notes to the appointment, visible to both field and desk users.
Add extra Notes to the appointment, visible to both field and desk users.
Task, Property and Client
Click on Task or Property reference numbers to view them, and hover over icons or expand sections for more information.
Click on Task or Property reference numbers to view them, and hover over icons or expand sections for more information.
Day view
If the task, browser, scheduler’s user preference, or technician timezones differ, they will be displayed in Day View.
If the task, browser, scheduler’s user preference, or technician timezones differ, they will be displayed in Day View.
Adjust an appointment start and end time by moving, expanding, or reducing its slot on the Day view.
Adjust an appointment start and end time by moving, expanding, or reducing its slot on the Day view.
Daily route map
The Daily Route Map displays the most efficient travel route between a technician’s scheduled tasks, numbering each stop from the first to the last appointment.
The Daily Route Map displays the most efficient travel route between a technician’s scheduled tasks, numbering each stop from the first to the last appointment.
