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Change Task Categories
Task Categories provide another way to help organize Tasks. BizScheduler lets you easily create and customize your list. You may want to identify some Tasks as Administrative, some as Maintenance and others as Sales. You may create whatever ...
Change Task Status Options
Task Status Options provide the settings that BizScheduler uses to organize the progress of a Task from it's creation to completion. BizScheduler comes with a predefined list, which you can easily customize. The last item in your list determines the ...
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 ...
Change an Area
To make a change to an existing Area, do the following: Go to the Hub and click the Areas link under the Setup / Configuration section On the Areas screen you will see all Areas currently configured for your BizScheduler Click the name of the Area ...
Change Estimate Status Options
Estimate Status Options help you quickly identify the progress of an Estimate as you move it toward a scheduled job. You can easily search for all Estimates with one or more status options to keep your focus on the highest potential customers based ...