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Scheduling

Create work orders, start and end times, right from the Scheduler, then assign staff and heavy equipment to your shifts.

🍎 Overview

  • How Scheduling Works Promoted article
  • Finding, Adding and Editing Projects
  • Creating and Editing Orders
  • Assigning Resources to Orders in the Scheduler
  • Finding Schedule Conflicts and Rescheduling
  • Notifying Workers of their assignments

Orders

  • Basics: What are Orders?
  • Updating Order Dates
  • Fieldworker Availability & Allocations
  • Advanced: Change Client and Project
  • Basics: What is an Order Status
  • Basics: Copy an Order

See all 14 articles

Scheduling & Allocations

  • Drag & Drop Allocation
  • Assignar Signals™️
  • Updating Assignment Statuses
  • Organising Scheduler Timeline View
  • Notifications for declined allocations
  • Using Order Templates

See all 11 articles

SMS & Email

  • SMS From Any Screen
  • How to use our SMS Module
  • SMS Inbox
  • SMS Outbox
  • SMS Status
  • Basics: Contact Groups

See all 11 articles