Scheduled Items

Scheduled Items



Transcript:

In this video, I will explain scheduled items. Scheduled items are used for the job scheduling module. They are items that are often used or needed in a template format.

To create a scheduled item, go to the Admin tab and the Scheduling Configuration section. Scheduled Items are the first option.

On the right side of the screen, click New Scheduled Item. You can then enter the name of the item. For example, Strip & Wax. Click Save.

To use this scheduled item, go to a job schedule record. When you create a new event, go to the very last tab, titled Items Scheduled. You can then click on a scheduled item and click the box that says Reset Name and Description to Default after Saving. This will title your event after your scheduled item. Click Save.


    • Related Articles

    • Job Scheduling

      Video Transcript In this video, we’ll be talking about the job scheduling calendar. We’ll also walk through creating events step by step. To get to the job scheduling calendar, go to your Locations tab and click the location you need to schedule an ...

    • Completing Inspection Deficiencies in Work Orders

      If you have work orders being generated from your inspections, any deficiencies found will show up as items to be completed for that work order. (To learn how to set that up, check out SP Info Overview) You can find these deficiencies on the mobile ...

    • Editing a Job Template

      Job Templates can be edited in two different ways. You can edit services one-by-one or by using the Mass Edit tool. Just remember that as you edit a Job Template, it will affect all locations the job template is assigned to. Elements being added to a ...

    • Using Message Types

      Video Transcript Message Types are used to categorize work orders at creation. When you create a work order, you can assign one or more message types to it so that specific people can be notified of the different types of work orders. First, you need ...

    • SP Info Overview

      What is SP Info? SP Info is short for Service Provider Information. This is where your cleaning company's main phone number and address are stored as well as several system-wide settings can be found for CleanTelligent. Where do you find SP Info? You ...