Customize Skedulo Plus mobile app settings

Customize mobile app settings to suit your organization.

Overview

The Settings > Mobile app configuration menu in the Skedulo web app allows Administrators to customize their mobile apps to suit their organization. These settings allow admins to control the behavior of the mobile app, including the ability to create activities, jobs, availabilities, and unavailabilities.

Admins can also customize the content of job offer cards and set the number of days activities and job allocations are displayed in the calendar of the mobile app.

Mobile settings

Activities

Allow resources to create their own activities

This setting allows resources to create activities using their Skedulo mobile app.

The default value is ON.

Allow resources to delete their own activities

This setting allows resources to delete activities using their Skedulo Plus mobile app.

Note: This setting requires Allow resources to create their own activities to be ON before it can be enabled.

The default value is OFF.

Availability

Refer to Configure Availability for Skedulo Plus.

Jobs

Set visibility period for jobs in the calendar view

This setting allows admins to set the number of days activities and job allocations are displayed in the calendar of the mobile app. The values are independent but must be a numerical value between 1 and 180. Also, see the Skedulo Plus mobile app documentation about the agenda and calendar.

  • Days in the past.

  • Days in the future.

The default value is 90.

Offers

Customize job offer content

You can select what information you want to display on job offer cards in the Offers screen.

Click the drop-down menus on Line 3 and Line 4 to select which Job fields you want to display, including any custom fields.

customize-job-offers.png

Account field visibility

Refer to Configure Account field visibility for Skedulo Plus.

Other settings

Enable proximity notifications

When enabled, resources receive push notifications and in-app pop-up notifications to remind them when a job is scheduled to start soon, and when a job is scheduled to end soon. Notifications are only sent if the job has not yet been started or completed.

For details on how this feature works, see the mobile notifications documentation.

Restrict users from downloading attachments or images from Skedulo to their devices

When enabled, resources are restricted from saving any images or attachments from Skedulo to their devices.

The default value is OFF.

Enable automatic resource notifications when jobs are cancelled

When enabled, resources receive push notifications or SMS to inform them when their jobs are canceled.

The default value is ON.

Enable resource to change their notification preference

When enabled, resources can set their notification preference, choosing between push notifications or SMS.

The default value is ON.

To learn how to set notification preference, see this article.

Enable resources to edit their resource profile details

When enabled, resources can update their address and contact number in the app. Updating those fields in the mobile app will update the resource’s record in Skedulo. See the Skedulo Plus user guide for information on how to edit the profile in the app.

The default value is ON.

Prompt users to allow location access

When enabled, resources are prompted to grant location permissions in the Skedulo Plus app to support work travel monitoring and other features. See this guide for further information.

You can disable it if location tracking is not required for your organization’s workflows. When disabled, resources will not be asked to allow location access in the app, and their locations will never be accessed.

The default value is ON.

Enable resource notifications when their jobs are rescheduled

When enabled, resources receive push notifications or SMS (based on their notification preferences) to notify them of changes to the start or end times of jobs dispatched to them.

The default value is OFF.

Enable resource notifications when their one-off (un)availability requests are approved or declined

When enabled, resources receive push notifications or SMS (based on their notification preferences) to notify them when their pending one-off availability or unavailability requests are approved or declined.

The default value is OFF.

Save new attachments as Salesforce files

This setting allows admins to decide whether attachments will be saved to Salesforce as attachments or files.

  • When Save new attachments as Salesforce Files is not selected (the default), files uploaded from the mobile app are stored as attachments in Salesforce.

  • When Save new attachments as Salesforce Files is selected, files uploaded from the mobile app are stored as files in Salesforce.

The default value is OFF.

Salesforce™ mapping

These settings are associated with Salesforce page mapping. Once populated, labels defined under Menu link will appear in the Skedulo Plus mobile app, in the main menu, e.g. Visualforce One. Labels defined under the Job Details button will appear in job details in the Skedulo app. Also, see the documentation on customizing mobile forms.

The admin settings for mobile—salesforce mapping.

The admin settings for mobile—salesforce mapping.

See also

Customize Skedulo Plus mobile app layout