Developer Guides
API Reference
Developer Blog
User Guides
Support Portal

User Guides
Developers
Support Portal
API Reference Guide

User guides
- Getting started
  - Getting started with Skedulo platform
    - Install and setup for 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 the Schedule Calendar view
        
        Use the Work console
      - Create work
        
        Create a new job type
        
        Create and update work
        
        Use quick job create
        
        Use work cards
        
        View and manage work details
        
        Job details - old version
        
        View, add, and delete attachments
        
        Work custom fields
        
        Apply time constraints to work items
        
        View work status
      - Manage resource requirements
      - Allocate and dispatch work
        
        Allocate work
        
        Dispatch work
      - Manage job dependencies
      - 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 manage work in Skedulo for Salesforce
      - Create a new job type in Skedulo for Salesforce
      - Add custom fields to jobs
  - 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
  - Create and view schedules
    - View schedules
    - Create schedules
      - Deallocate and unschedule
      - Multiple regions
    - Use search and filters
      - Filter bar
      - Global search bar
  - Create and manage recurring schedules
  - Optimization of schedule
    - Manage and use route optimization
    - Use Suggest feature
  - Manage schedule conflicts and exceptions
    - Schedule conflict alerts in the web app
    - Manage schedule conflicts with the Rules service on the Skedulo Pulse Platform
    - Manage exceptions with the Exceptions service (Closed beta)
  - Schedule work with the Pulse Scheduling Experience
    - Introduction to the Pulse Scheduling Experience
    - Schedule work with the Pulse Scheduling Experience swimlane
    - Schedule work with the Pulse Scheduling Experience Work list
    - Duplicate work in the Pulse Scheduling Experience
    - Move work in the schedule
    - Use scheduling actions in the Pulse Scheduling Experience
    - Use the Context panel in the Pulse Scheduling Experience
- 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 configuration variables
    - Manage packages (Beta)
    - Permissions and data access control
      - User roles and permissions
        
        Standard roles
        
        Functional permissions and custom roles
        
        Create custom roles for functional permissions
        
        Manage user roles
        
        Permission dependencies
      - Use record access policies to control data access
        
        Record access policies
        
        Manage record access policies
        
        Manage record access policy rules
        
        Record access policy templates
      - Role-based customization of the navigation menu
  - Administer and configure Skedulo for Salesforce
  - Administer and configure the Skedulo mobile app
    - Configure Account field visibility for the Skedulo v2 mobile app
    - Set up and manage location tracking
    - Customize Skedulo v2 mobile app settings
    - Customize fields and forms
    - Customize job workflow
    - Enable and manage proximity notifications
    - Set up app linking
    - Errors and troubleshooting
  - Administer and configure Skedulo Plus
  - Load and manage data
    - Load and migrate data to Skedulo
    - View data tables
    - Export data from Skedulo
    - 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
  - Single Sign-On (SSO)
    - Getting started with Single Sign-On
    - Set up up Single Sign-On
      - Setting up Single Sign-On
      - Set up Single Sign-On with Salesforce
    - Log in with Single Sign-On
      - Log in with Single Sign-On
      - Log in with Single Sign-On via Salesforce
    - Frequently Asked Questions - SSO
    - Single Sign-On terminology
  - Analytics and reporting
    - In Skedulo Pulse Platform
    - In Skedulo for Salesforce
      - Install and view Skedulo reports and dashboards
- Dynamic messaging
  - Use Dynamic Messaging in Skedulo Platform
  - Configure Dynamic Messaging
- Mobile user guides
  - Skedulo mobile app versions and availability
  - Skedulo v2 mobile app
    - 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
  - Skedulo Plus mobile app
    - Introduction
    - Get started with the Skedulo Plus mobile app
    - Edit your profile and preferences
      - Edit profile
      - Set preferences
    - Manage work in Skedulo Plus
    - Sync app data when logging in or reconnecting to the internet
    - Manage availability
    - Send and receive messages in the Skedulo Plus app
    - Rate the app and provide feedback
    - Submit a support request
    - Errors and troubleshooting
      - Retrieve your team name
      - Troubleshoot the Skedulo Plus mobile app
- 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 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 the Schedule Calendar view
        
        Use the Work console
      - Create work
        
        Create a new job type
        
        Create and update work
        
        Use quick job create
        
        Use work cards
        
        View and manage work details
        
        Job details - old version
        
        View, add, and delete attachments
        
        Work custom fields
        
        Apply time constraints to work items
        
        View work status
      - Manage resource requirements
      - Allocate and dispatch work
        
        Allocate work
        
        Dispatch work
      - Manage job dependencies
      - 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 manage work in Skedulo for Salesforce
      - Create a new job type in Skedulo for Salesforce
      - Add custom fields to jobs
  - 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
  - Create and view schedules
    - View schedules
    - Create schedules
      - Deallocate and unschedule
      - Multiple regions
    - Use search and filters
      - Filter bar
      - Global search bar
  - Create and manage recurring schedules
  - Optimization of schedule
    - Manage and use route optimization
    - Use Suggest feature
  - Manage schedule conflicts and exceptions
    - Schedule conflict alerts in the web app
    - Manage schedule conflicts with the Rules service on the Skedulo Pulse Platform
    - Manage exceptions with the Exceptions service (Closed beta)
  - Schedule work with the Pulse Scheduling Experience
    - Introduction to the Pulse Scheduling Experience
    - Schedule work with the Pulse Scheduling Experience swimlane
    - Schedule work with the Pulse Scheduling Experience Work list
    - Duplicate work in the Pulse Scheduling Experience
    - Move work in the schedule
    - Use scheduling actions in the Pulse Scheduling Experience
    - Use the Context panel in the Pulse Scheduling Experience
- 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 configuration variables
    - Manage packages (Beta)
    - Permissions and data access control
      - User roles and permissions
        
        Standard roles
        
        Functional permissions and custom roles
        
        Create custom roles for functional permissions
        
        Manage user roles
        
        Permission dependencies
      - Use record access policies to control data access
        
        Record access policies
        
        Manage record access policies
        
        Manage record access policy rules
        
        Record access policy templates
      - Role-based customization of the navigation menu
  - Administer and configure Skedulo for Salesforce
  - Administer and configure the Skedulo mobile app
    - Configure Account field visibility for the Skedulo v2 mobile app
    - Set up and manage location tracking
    - Customize Skedulo v2 mobile app settings
    - Customize fields and forms
    - Customize job workflow
    - Enable and manage proximity notifications
    - Set up app linking
    - Errors and troubleshooting
  - Administer and configure Skedulo Plus
  - Load and manage data
    - Load and migrate data to Skedulo
    - View data tables
    - Export data from Skedulo
    - 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
  - Single Sign-On (SSO)
    - Getting started with Single Sign-On
    - Set up up Single Sign-On
      - Setting up Single Sign-On
      - Set up Single Sign-On with Salesforce
    - Log in with Single Sign-On
      - Log in with Single Sign-On
      - Log in with Single Sign-On via Salesforce
    - Frequently Asked Questions - SSO
    - Single Sign-On terminology
  - Analytics and reporting
    - In Skedulo Pulse Platform
    - In Skedulo for Salesforce
      - Install and view Skedulo reports and dashboards
- Dynamic messaging
  - Use Dynamic Messaging in Skedulo Platform
  - Configure Dynamic Messaging
- Mobile user guides
  - Skedulo mobile app versions and availability
  - Skedulo v2 mobile app
    - 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
  - Skedulo Plus mobile app
    - Introduction
    - Get started with the Skedulo Plus mobile app
    - Edit your profile and preferences
      - Edit profile
      - Set preferences
    - Manage work in Skedulo Plus
    - Sync app data when logging in or reconnecting to the internet
    - Manage availability
    - Send and receive messages in the Skedulo Plus app
    - Rate the app and provide feedback
    - Submit a support request
    - Errors and troubleshooting
      - Retrieve your team name
      - Troubleshoot the Skedulo Plus mobile app
- 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

Create and manage work in Skedulo for Salesforce

Discover how you can manage work in Skedulo for Salesforce.

Create a new job type in Skedulo for Salesforce

How to create new job types in the web app.

Add custom fields to jobs

Configure custom fields for jobs in Skedulo for Salesforce.

Feedback

Was this page helpful?

We'd love to hear your feedback about our documentation. Please leave your thoughts below.

Was this page helpful?

Email*

Feedback*

Page

Please leave this field empty

© 2024 Skedulo All Rights Reserved