BizScheduler Onboarding and Initial Setup

BizScheduler Onboarding and Initial Setup

BizScheduler  Onboarding and Initial Setup - New Clients

Welcome to the 3rd Generation of BizScheduler. Since 2004, BizScheduler  has been helping small business owners in many industries to schedule, manage, and grow their businesses. Whether you are just getting started and looking forward to the day you have 3 or 4 employees helping you, or you have a few hundred trucks on the road each day taking care of your customers, BizScheduler  can handle the unique business that you are building.

This article will outline the Onboarding Process by which you get up and running with BizScheduler. It will provide a basic overview of BizScheduler, and walk you through the Initial Setup to organize this process.

Overview

The first thing you should do, if you have not done so already, is watch this Onboarding Process video:



Many of the steps in the video where probably performed by someone already (like the Onboarding Questionnaire), or you would not have logged into BizScheduler  so you could get to the Support Center . But we include it here just in case.

Onboarding Initial Setup

Your BizScheduler database has been provisioned for your use. It has an initial setup, but will need you to do additional setup and configuration tasks to ensure that it fits your needs.

Watch the following video to understand the process you will go through to ensure a good fit for your BizScheduler database: 



Remember,  is customizable in many ways, so the items that you find in your system may not look the same or have the identical items, but the functionality will be the same. The following items are all set from the Hub  under either the Setup / Configuration section or the Tools section.

·          Set your initial Workers [Video: Getting Started with Workers ]

·          Go to Areas and make sure the Calendar is set correctly for your days and times of operation

o    Use the check boxes to select the Workers to display on the calendar for scheduling, if not done already

o    Use the check boxes to identify which Workers have access to the Area, which they will need even if they just use Mobile Work Orders

·          Add and change the Services that you will work with [Video: Getting Started with Services ]

·          Setup any Misc Info fields for Customers and Jobs

·          Review and modify the various lookup tables and lists in your BizScheduler database:

  1. Attachment Categories
  2. Customer Categories
  3. Customer Note Types
  4. Estimate Status Options
  5. Job Note Types
  6. Phone Types
  7. Referral Sources
  8. Task Categories
  9. Task Priorities
  10. Task Status Options
  11. Worker Note Types
  12. Worker Types

Once you've gone through these basics, your BizScheduler environment should be ready for use. There are additional features and options that you will want to investigate as part of your initial configuration, so make a note of items you may want to enable in the future.

The following items will allow you to further customize BizScheduler for your specific operation. You may need to experiment with many of these settings to see what works best for you: 

  1. Go through the Configuration Options , setting the various items to the values that meet your needs 
  2. If utilizing the customer Notifications , go through the Notifications Setup to create Notification Groups and Notification Templates 

As you work with your BizScheduler, you can always modify the above elements to meet the changing needs of your organization. And be sure to utilize the Support Center materials by clicking the Support link at the top right corner of any BizScheduler screen.



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