Best ERP Software for HVAC, Plumbing, Field Service Businesses
Schedule and Dispatching Board Basics The Schedule Board is a tool used to display and schedule work orders and appointments. Schedule Board Access From the main menu, click Company | Schedule Board, or From the toolbar, click the Schedule Board button. Field and Button Definitions Date Selector – Use the Date Selector to set the […]
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Introduction The Schedule Board Options allows you to customize the schedule board form by user. Usage Total Office Manager allows you unprecedented control over the look and feel of the schedule board. This form makes it easy to customize the look and feel of the schedule board. Form Access First, open the Schedule Board from
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Introduction The Appointment function is a tool used to enter new appointments. Usage This form makes it easy to quickly schedule a task to be performed at a particular time and place. Form Access From the main menu, click Company | New Appointment or From the keyboard, use the shortcut Ctrl+A. From the toolbar, click
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