User Guides
Developer Guides
Support Portal

User Guides
Developers
Support Portal

User guides
- Getting started
  - Getting started with Skedulo platform
    - Install and setup for Skedulo Pulse Platform
    - Manage regions in Skedulo Pulse Platform
    - Manage resources and assets in the Skedulo web app
    - User settings
    - Customize scheduling workflow
  - Getting started with Skedulo for Salesforce
    - Install and setup for Skedulo for Salesforce
    - Manage regions in Skedulo for Salesforce
      - Create regions
    - Manage users in Skedulo for Salesforce
    - Manage resources and assets in Skedulo for Salesforce
    - Quickstart tutorials
  - Glossary
- Create and edit work
  - Create and manage work
    - Create and manage work in the Skedulo web app
      - View work
        
        Use Calendar view
        
        Use work console
      - Create work
        
        Create a new job type
        
        Create and update a job
        
        Use quick job create
        
        Use job cards
        
        View and manage job details
        
        Job details - old version
        
        View, add, and delete job attachments
        
        Job custom fields
        
        Apply time constraints to jobs
        
        View job status
      - Manage multiple resource requirements for work
        
        Add resource requirements (RR)
        
        Manage multiple resource requirements (MRR)
      - Allocate and dispatch work
        
        Allocate work
        
        Dispatch work
      - Manage job dependencies (Beta)
      - Schedule and manage work offers
      - Complete, cancel, or reshedule work
        
        Cancel or reschedule a job
        
        Manually complete a job
        
        Restore a canceled job
      - Add virtual meetings to work
  - Create and edit shifts
    - Create and edit shifts in the Skedulo web app
  - Create and edit activities
    - Create and edit activities in the Skedulo web app
      - Use activities console
      - Create and manage activities
- Manage scheduling and availability
  - Manage availability and unavailability
    - Manage availability and unavailability in the Skedulo web app
    - Manage availability and unavailability in Skedulo for Salesforce
      - Manage availability and unavailability types
      - Create a holiday record
  - Create and view schedules
    - View schedules
    - Create schedules
      - Deallocate and unschedule
      - Multiple regions
    - Manage exceptions
    - Manage schedule rule conflicts
    - Using search and filters
      - Filter bar
      - Global search bar
  - Create and manage recurring schedules
    - Create and manage recurring schedules
    - Change, modify, or delete recurring schedule
  - Optimization of schedule
- Administer and configure
  - Administer and configure Skedulo web app
    - Configure users and preferences
    - Create and customize work
    - Configure Optimization and Suggest
    - Configure notifications and messaging
    - View and edit teams
    - View change history
    - Extend Skedulo with extensions
    - Enable beta features
    - Manage packages (Beta)
    - Permissions and data access control
      - Functional permissions and custom roles
      - Use record access policies to control data access (Beta)
        
        Record access policies
        
        Create a record access policy
        
        Manage record access policies
        
        Manage record access policy rules
      - Create custom roles for functional permissions
      - Role-based customization of the global navigation bar
      - Manage and delete roles
      - Permission dependencies
    - Errors and troubleshooting
  - Administer and configure Skedulo for Salesforce
  - Administer and configure the Skedulo mobile app
    - Set up and manage location tracking
    - Customize mobile app settings
    - Customize fields and forms
    - Customize job workflow
    - Enable and manage proximity notifications
    - Set up app linking
    - Errors and troubleshooting
  - Set up single sign-on with Skedulo
  - Load and manage data
    - Load and migrate data to Skedulo
    - View data tables
    - Create a new CRM record
    - Manage accounts
    - Manage activities
    - Manage availability types
    - Manage contacts
    - View exclusions
    - Manage holidays
    - View inclusions
    - View and create new job types
    - Manage locations
    - Manage regions
    - Manage resource categories
    - Manage tags
  - Analytics and reporting
    - In Skedulo Pulse Platform
    - In Skedulo for Salesforce
      - Install and view Skedulo reports and dashboards
- Dynamic messaging
  - Using Dynamic Messaging in Skedulo Platform
  - Configure dynamic messaging
- Mobile user guide
  - Install and set up
  - Getting started with the mobile app
    - Getting started
  - Set up profile and preferences
  - Manage agenda and availability
  - Manage work
  - Communication and messaging
    - View notifications
    - Messaging with Dynamic Messaging
  - Enhance mobile use in the field
    - Learn about offline syncing
    - Minimize bandwidth usage
  - Errors and troubleshooting
- Help and support
  - Access help and support via web app
  - Grant login access to a Skedulo agent via Salesforce
  - Support requests
  - Technical support plans and SLAs
  - Errors and troubleshooting
    - In Skedulo Pulse Platform

User guides
- Getting started
  - Getting started with Skedulo platform
    - Install and setup for Skedulo Pulse Platform
    - Manage regions in Skedulo Pulse Platform
    - Manage resources and assets in the Skedulo web app
    - User settings
    - Customize scheduling workflow
  - Getting started with Skedulo for Salesforce
    - Install and setup for Skedulo for Salesforce
    - Manage regions in Skedulo for Salesforce
      - Create regions
    - Manage users in Skedulo for Salesforce
    - Manage resources and assets in Skedulo for Salesforce
    - Quickstart tutorials
  - Glossary
- Create and edit work
  - Create and manage work
    - Create and manage work in the Skedulo web app
      - View work
        
        Use Calendar view
        
        Use work console
      - Create work
        
        Create a new job type
        
        Create and update a job
        
        Use quick job create
        
        Use job cards
        
        View and manage job details
        
        Job details - old version
        
        View, add, and delete job attachments
        
        Job custom fields
        
        Apply time constraints to jobs
        
        View job status
      - Manage multiple resource requirements for work
        
        Add resource requirements (RR)
        
        Manage multiple resource requirements (MRR)
      - Allocate and dispatch work
        
        Allocate work
        
        Dispatch work
      - Manage job dependencies (Beta)
      - Schedule and manage work offers
      - Complete, cancel, or reshedule work
        
        Cancel or reschedule a job
        
        Manually complete a job
        
        Restore a canceled job
      - Add virtual meetings to work
  - Create and edit shifts
    - Create and edit shifts in the Skedulo web app
  - Create and edit activities
    - Create and edit activities in the Skedulo web app
      - Use activities console
      - Create and manage activities
- Manage scheduling and availability
  - Manage availability and unavailability
    - Manage availability and unavailability in the Skedulo web app
    - Manage availability and unavailability in Skedulo for Salesforce
      - Manage availability and unavailability types
      - Create a holiday record
  - Create and view schedules
    - View schedules
    - Create schedules
      - Deallocate and unschedule
      - Multiple regions
    - Manage exceptions
    - Manage schedule rule conflicts
    - Using search and filters
      - Filter bar
      - Global search bar
  - Create and manage recurring schedules
    - Create and manage recurring schedules
    - Change, modify, or delete recurring schedule
  - Optimization of schedule
- Administer and configure
  - Administer and configure Skedulo web app
    - Configure users and preferences
    - Create and customize work
    - Configure Optimization and Suggest
    - Configure notifications and messaging
    - View and edit teams
    - View change history
    - Extend Skedulo with extensions
    - Enable beta features
    - Manage packages (Beta)
    - Permissions and data access control
      - Functional permissions and custom roles
      - Use record access policies to control data access (Beta)
        
        Record access policies
        
        Create a record access policy
        
        Manage record access policies
        
        Manage record access policy rules
      - Create custom roles for functional permissions
      - Role-based customization of the global navigation bar
      - Manage and delete roles
      - Permission dependencies
    - Errors and troubleshooting
  - Administer and configure Skedulo for Salesforce
  - Administer and configure the Skedulo mobile app
    - Set up and manage location tracking
    - Customize mobile app settings
    - Customize fields and forms
    - Customize job workflow
    - Enable and manage proximity notifications
    - Set up app linking
    - Errors and troubleshooting
  - Set up single sign-on with Skedulo
  - Load and manage data
    - Load and migrate data to Skedulo
    - View data tables
    - Create a new CRM record
    - Manage accounts
    - Manage activities
    - Manage availability types
    - Manage contacts
    - View exclusions
    - Manage holidays
    - View inclusions
    - View and create new job types
    - Manage locations
    - Manage regions
    - Manage resource categories
    - Manage tags
  - Analytics and reporting
    - In Skedulo Pulse Platform
    - In Skedulo for Salesforce
      - Install and view Skedulo reports and dashboards
- Dynamic messaging
  - Using Dynamic Messaging in Skedulo Platform
  - Configure dynamic messaging
- Mobile user guide
  - Install and set up
  - Getting started with the mobile app
    - Getting started
  - Set up profile and preferences
  - Manage agenda and availability
  - Manage work
  - Communication and messaging
    - View notifications
    - Messaging with Dynamic Messaging
  - Enhance mobile use in the field
    - Learn about offline syncing
    - Minimize bandwidth usage
  - Errors and troubleshooting
- Help and support
  - Access help and support via web app
  - Grant login access to a Skedulo agent via Salesforce
  - Support requests
  - Technical support plans and SLAs
  - Errors and troubleshooting
    - In Skedulo Pulse Platform

Administer and configure Skedulo web app

Configure users and preferences

Create and customize work

Configure Optimization and Suggest

Configure notifications and messaging

View and edit teams

View change history

Extend Skedulo with extensions

Enable beta features

Manage packages (Beta)

Permissions and data access control

Errors and troubleshooting

Feedback

Was this page helpful?

Glad to hear it! Please tell us how we can improve.

Sorry to hear that. Please tell us how we can improve.

© 2023 Skedulo All Rights Reserved