New Features- Enhanced To Do features

We recently had a request from a client to add some elements to our To Do feature list.

The suggested features made sense to us and we thought they should have universal appeal, so we added them. Here they are.

In the To Do detail screen, we added “creator” field, which default to person creating ToDo.

We also added email notifications, which will update both the assigned technician and the creator when the status has changed or if someone has added notes.

We explanded the notes field.

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In the Manage ToDo screen, we added the ability to export to Excel, the ability to move items up or down in the list to change priority, and we added the status field.

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That’s it for now! Check back soon for more updates.

 

Slack Integration

Real Scheduler now offers Slack integrations. For those not yet aware of what Slack is, it is an awesome communication tool that allows people (and bots) to communicate with each other about what is going on. But it is so much more than that. People, Teams, and Companies that start using Slack come to love it for its power and effectiveness in the workplace. It is a phenomenal tool that we feel will leave email in the dust.

Real Scheduler can be set up to post all sorts of important events to your Slack channels. Here we will show you an example of how it can work.

A field tech changes a job status to “closed”:

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As soon as the status is changed, the staff in the office (or whoever in your organization that is set to receive the listening channel in Slack) sees the Slack feed:

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The implementations we offer can include features that take advantage of Slack’s power, including messages about techs running late (that can be conveyed to the client), a tech’s current location (can be triggered when they are on site or when they are not where they are supposed to be), alerts about equipment needing maintenance, or any messages that need to be conveyed by Real Scheduler.

For those who have not yet tried Slack, we highly recommend it as a productivity tool.

 

Working with Work Orders

Some jobs need to be tied to specific work orders. This post explains the basics for creating a Work Order and adding appointments to it.

1. Go to Work Order tab. You will see the current set of work orders that will look something like this:

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2. To add a new Work Order, click “Add Work Order” link just below the tabs. You will see a form that will allow you to enter the details for that Work Order like this:

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3. If the client is an existing client, enter their name in the Company field. It will auto-complete for you and populate the rest of the fields with their data.

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4. Once the details of the Work Order are entered, including any notes, you can start adding appointments for this Work Order. The grid on the right called Events has a calendar icon above it which you can click to add an event:

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5. Those events will now show up in the calendar and can be assigned to one or more techs.

 

Add a Contact to a Company

In Real Scheduler, when we talk about “Contacts” we are just talking about people. People work at companies, whether there role is president or cafeteria worker, it can be important to have their information so that when your filed techs at on site, they know something about who works at that company. When you are in the Company detail screen and want to add a Contact, here are two ways to do that, depending on whether a record for that Contact already exists.

 

How to Add Equipment

Adding Equipment to a company is something we frequently would want to do if there is installed equipment at the company’s site that we wish to work on or maintain. Much of Real Scheduler is optimized for technicians who are performing on site maintenance, upgrades and installation of equipment of various kinds, so it is important that we make it simple to enter data for equipment. Once added to a company, that equipment is in their inventory, and events like service calls can be specific to that equipment. Here is how to add equipment to a company.

 

How to create an appointment in less than 5 seconds

Real Scheduler is known to be very fast and very simple to use. We pride ourselves on leading the industry with these two qualifying traits. Here is a video of how to create an appointment with a client in under 5 seconds. We are including the following actions in this order: 1. Click on calendar to open Quick Event pop up. 2. Start typing in name of client (cursor will already be in client field). 3. Click in type field to select appointment type (this also will default to your most common appointment type so in most cases you can skip this step). 4. Hit return key.

 

 

Send Confirmation, Follow Up and other emails from Eveent Detail Screen

Previously the only email that could be used directly from within the Event Detail screen was the confirmation email, which, when set by the user, was destined to be sent a chosen number of minutes, hours, or days prior to an upcoming event. But there are of course many cases where one wants to send a confirmation right away (for example after having just discussed the appointment with the client), and of course there are other situations where one wants to send, from within Event Detail, emails other than confirmations.

At the bottom of the screen there is a drop down which allows users to choose the type of email to be sent. Next to that is the Send button. By choosing the type of email in the drop down and clicking Send, the user is then shown the email they are going to send, having a chance to edit it before finally sending.

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Click to Add Service

We have just added a new (and simpler) way to add a service entry to the service grid in the Event page.

Instead of the somewhat cumbersome method we had previously, which was to first choose the service type to add and then click the big green “+” button to the left of the service grid, we now let you add an entry with just one click, by clicking in the next available row in the service grid.

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Now, any time you are in the Event Detail page, you can click into the service grid on the next available line to add a service, rather than going through the 2 or 3 step process of using the buttons and drop down outside the grid and then clicking in the grid to edit.

We are always striving to make the app even simpler than it is- and we think it is already, in most cases, pretty straightforward. If you are finding some part of the app needlessly complicated and think there is a better, simpler way, please let us know in the comments section. We are all ears.