New Scheduler experience
Uptick's Scheduler has been redesigned with a new layout and functionalities to help your team work faster.
You can switch to the new experience using the "New Scheduler experience" toggle in the top right corner of the page.
The toggle will remain available until the 17th of August. From this date, the old view will no longer be available.
Scheduler
Filters card
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.
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.
Click the icons in the top-left corner of the Scheduler to hide parts of the left-hand panel:
Click the left arrow with a vertical bar to Hide task pane. This hides the entire left-hand panel.
Click the up arrow with a horizontal bar to Hide task filters card.
If your browser is zoomed in and these icons are not visible, open the dropdown in the top-right corner of the Scheduler and select the same option there instead.
Use Day and Week views to schedule tasks, while Month View for a workload overview.
Click Today, This Week or This Months to return to the current time period, or use the arrows to navigate forward or backward in time.
Send notifications for upcoming appointments by
clicking the paper plane icon; or
selecting View appointments list and send notifications from the dropdown (if you page is zoomed in)
in the top right corner of the scheduler
Hover over a technician's column for the day you want to schedule and click + icon to create non-task event for 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.
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.
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.
Task, Property and Client
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.
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.
