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

On this page

Create a new CRM record

Create a new CRM record

Create a new CRM record

Having viewed their CRM data, schedulers can easily create new records by clicking on the Create new button in the top-right corner of the view. This opens a modal where details can be entered and saved.

How to create a new record in the CRM from within the Skedulo web app.

How to create a new record in the CRM from within the Skedulo web app.

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