User Guide
Developer Guide
Object Reference
API Reference
Release Notes
Developers
Support

User Guide
Developer Guide
Object Reference
API Reference
Release Notes
Developers
Support

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
        
        View, add, and delete attachments
        
        Work custom fields
        
        Apply time constraints to work items
        
        View work status
      - Manage resource requirements
      - Manage multiple resource requirements
      - Allocate and dispatch work
        
        Allocate work
        
        Allocate work using Pulse Allocation Experience (Beta)
        
        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
    - 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
  - How travel time is calculated
  - 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
    - Customize the UI with page builder
    - Configure users and preferences
    - Create and customize work
    - Configure Optimization
    - Configure Suggest
    - Configure notifications and messaging
    - View and edit teams
    - View change history
    - Extend Skedulo with extensions
      - View authentication information
      - Define API user
      - Create API tokens with developer tools
      - Create a service user
      - Manage web extensions
        
        Deprecated: Create and manage web extensions
      - Manage mobile extensions
        
        Configure Skedulo Plus mobile extension metadata
    - Manage configuration variables
    - Enable beta features
    - 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
    - Process automation
      - View and edit triggered actions
      - Automations
        
        Automations - beta
        
        Learn about the automations beta
        
        Considerations before enabling
        
        Automations beta - FAQ
        
        Introduction to automations
        
        View and manage automations
        
        Get to know the automation builder user interface
        
        Triggers
        
        Record modified trigger
        
        Record time offset trigger
        
        Scheduled trigger
        
        Event trigger
        
        Steps
        
        Actions
        
        Choice
        
        Variables
        
        JSONata expressions
        
        Tutorials
        
        Tutorial 1 - Hello automations
        
        Tutorial 2 - Automatically setting the urgency of a job
        
        Tutorial 3 - Automatically calculating a line item total
        
        Tutorial 4 - Automatically create a job when a contact is added
  - Administer and configure Skedulo for Salesforce
  - Administer and configure Skedulo Plus
    - Create Skedulo Plus forms with Form Builder
    - Customize job fields and workflow
    - Skedulo Plus mobile app settings
    - Customize mobile app layout
    - Set geofencing rules for Skedulo Plus
    - Skedulo Plus mobile notifications
    - Set up linking to and from the Skedulo Plus mobile app
    - Enable v2 custom forms in the Skedulo Plus mobile app (Closed beta)
  - 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
  - Add Skedulo as a trusted network
- Dynamic messaging
  - Use Dynamic Messaging in Skedulo Platform
  - Configure Dynamic Messaging
- Mobile user guides
  - Skedulo mobile app versions and availability
  - Skedulo Plus mobile app
    - Introduction
    - Get started with the Skedulo Plus mobile app
    - Edit your profile and preferences
    - Manage work in Skedulo Plus
    - Manage availability and unavailability
    - Sync app data when logging in or reconnecting to the internet
    - Manage location tracking
    - Manage notifications
    - 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
- Skedulo extensions
- Help and support

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
        
        View, add, and delete attachments
        
        Work custom fields
        
        Apply time constraints to work items
        
        View work status
      - Manage resource requirements
      - Manage multiple resource requirements
      - Allocate and dispatch work
        
        Allocate work
        
        Allocate work using Pulse Allocation Experience (Beta)
        
        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
    - 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
  - How travel time is calculated
  - 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
    - Customize the UI with page builder
    - Configure users and preferences
    - Create and customize work
    - Configure Optimization
    - Configure Suggest
    - Configure notifications and messaging
    - View and edit teams
    - View change history
    - Extend Skedulo with extensions
      - View authentication information
      - Define API user
      - Create API tokens with developer tools
      - Create a service user
      - Manage web extensions
        
        Deprecated: Create and manage web extensions
      - Manage mobile extensions
        
        Configure Skedulo Plus mobile extension metadata
    - Manage configuration variables
    - Enable beta features
    - 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
    - Process automation
      - View and edit triggered actions
      - Automations
        
        Automations - beta
        
        Learn about the automations beta
        
        Considerations before enabling
        
        Automations beta - FAQ
        
        Introduction to automations
        
        View and manage automations
        
        Get to know the automation builder user interface
        
        Triggers
        
        Record modified trigger
        
        Record time offset trigger
        
        Scheduled trigger
        
        Event trigger
        
        Steps
        
        Actions
        
        Choice
        
        Variables
        
        JSONata expressions
        
        Tutorials
        
        Tutorial 1 - Hello automations
        
        Tutorial 2 - Automatically setting the urgency of a job
        
        Tutorial 3 - Automatically calculating a line item total
        
        Tutorial 4 - Automatically create a job when a contact is added
  - Administer and configure Skedulo for Salesforce
  - Administer and configure Skedulo Plus
    - Create Skedulo Plus forms with Form Builder
    - Customize job fields and workflow
    - Skedulo Plus mobile app settings
    - Customize mobile app layout
    - Set geofencing rules for Skedulo Plus
    - Skedulo Plus mobile notifications
    - Set up linking to and from the Skedulo Plus mobile app
    - Enable v2 custom forms in the Skedulo Plus mobile app (Closed beta)
  - 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
  - Add Skedulo as a trusted network
- Dynamic messaging
  - Use Dynamic Messaging in Skedulo Platform
  - Configure Dynamic Messaging
- Mobile user guides
  - Skedulo mobile app versions and availability
  - Skedulo Plus mobile app
    - Introduction
    - Get started with the Skedulo Plus mobile app
    - Edit your profile and preferences
    - Manage work in Skedulo Plus
    - Manage availability and unavailability
    - Sync app data when logging in or reconnecting to the internet
    - Manage location tracking
    - Manage notifications
    - 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
- Skedulo extensions
- Help and support

Automations - beta

Learn about the automations beta.

Learn about the automations beta

What is the automations open beta, and how do I enable it?

Considerations before enabling

Please read before enabling automations.

Automations beta - FAQ

Frequently asked questions regarding the automations beta.

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