Job Calendar
Scheduling Admin and Support Workers
Scheduling Admin and Support Workers Most of the scheduling done in BizScheduler is concerned with scheduling Workers to perform Services for your Customers, what people often refer to as revenue-generating workers. However, you may also want to ...
Repeat Worker Unavailability
Repeat Worker Unavailability Once you have a schedule in place for your workers you may want to repeat that pattern moving forward. For example, you might have some workers who only work Monday through Thursday, so you want to make them unavailable ...
Make a Worker Inactive or Delete
Make a Worker Inactive When a person is no longer working for you, you will want to make sure that they are no longer able to log into BizScheduler. Then you can Reschedule any jobs that they were scheduled for in the future to someone else. Let's go ...
Google Calendar Authorization and Sync
Introduction The Google Calendar Authorization is a one-way sync from BizScheduler to an authorized Google Calendar account. When enabled, jobs that are created or updated in BizScheduler will automatically appear on the authorized user's calendar. ...
Make a Worker Inactive or Delete
Delete a Worker or make a Worker Inactive In order to delete a worker, a worker must not have any activity associated with them, including jobs they work on, and even items in BizScheduler that either they created or edited. Pretty much the only ...
Extending a job that is unfinished
There are a variety of ways to add to the schedule of an unfinished job, depending on what best fits your business. 1. Add a segment: The simplest and most common is to add a job segment. From the Job Calendar, click the job that you want to schedule ...
Protection from double-booking workers for new jobs
In BizScheduler, as soon as you click on a worker to schedule a job for him, the system "protects" the remaining open time that day for him until the next job he is scheduled for or the end of the day, whichever is first. This "protection" is on ...
Restricting permissions for Repeating Jobs
The [Repeating Job] button on the Job Information screen will only appear if the Worker using BizScheduler has permission for it. This permission is granted on the Workers Information screen with the Repeating Jobs checkbox under Misc Permissions. To ...
The Calendar Grid
The Calendar Grid The Calendar Grid is made up of columns of Workers (or other items you are scheduling) and rows of time slots. It is on this grid that you will click to create and change jobs. There are two primary views: the Weekly view, which is ...
Visual aids and navigation on calendar
You can enable the Show Calendar Footer option on the Configuration Options screen which will show the date along the bottom of the calendar as well as along the top. The navigation links for day and week are also displayed at the bottom of the ...
Visual Job Status Indicators
BizScheduler uses a variety of visual markers to help you quickly and easily identify the status of your jobs when looking at either the Daily or Weekly views of the Job Calendar. Jobs that are current or in the future simply have the standard grey ...
Calendar Navigation
Calendar Navigation At the top of the Calendar Grid you will find the Navigation Controls: If your BizScheduler has multiple Areas (calendars) available for you to access, you will see a dropdown list of Areas that you can choose from. In the center, ...
Rescheduling Cancelled Jobs
Rescheduling Cancelled Jobs To reschedule a Cancelled job, you must go to the Customer record to whom the job belongs. Once you find the customer, look at the job history for the customer until you find Cancelled next to the job date. Click the Job ...
Create and Schedule a Job Site in BizScheduler - Video
Click the following link to view this How To Do It Series video: LINK: Create and Schedule a Job Site in BizScheduler
Delete Future Repeating Jobs
In order to delete all future Repeating Jobs, go to the first Repeating Job you want to delete, either by clicking on it from the Calendar, or doing a search to find the Customer and then looking in the Future Jobs or Jobs History section to locate ...
Delete Payment History
BizScheduler allows workers who have the miscellaneous permission "Delete Payment" checked (on the Worker Information screen) to delete payments from the Payment History of a Job. It is important to understand that this should be done with great ...
Worker Allocation Tool
To quickly and easily move your workers between multiple BizScheduler jobs for a day, perhaps based on skill levels or volume of work, you will want to use the Worker Allocation Tool. With this you can reconfigure your teams/crews if you are ...