Setup and Configuration
Use Alt Service Search
Use Alt Service Search In BizScheduler, you can search for a service either on the Services screen from the Setup/Configuration section of the Hub, or on the Job Info screen as you are entering service line items. It is a simple process of typing the ...
Connecting To QuickBooks Online
Connecting Your BizScheduler to QuickBooks Online This article will help you get all set when you are ready to let BizScheduler connect to your QuickBooks Online accounting software. Here are the basic requirements for using QuickBooks Online with ...
Schedule work outside of my calendar
How do I schedule jobs and workers on weekends, when I only have a M-F calendar? There are two appropriate options for handling this: A) Expand your calendar to include weekends, or B) Create an additional Area that only handles the weekend jobs. ...
Display all currency values with two decimal places
There is a configuration option, Force Two Decimal Places, which will always display currency values with two places to the right of the decimal. If you like your columns of numbers to line up on the decimal point, you'll want to enable this option ...
Display or Hide Inactive Customers
To change the setting of this feature, go to the Hub and click the Configuration Options link under the Setup / Configuration section. Set the Show Inactive Customers option to Yes or No, depending upon your preferences. If set to No (the default), ...
Include Misc Info data in BizScheduler invoices
You can show your Customer Misc Info and Job Misc Info data on your BizScheduler Quick Invoice templates by including the custom field name within square brackets [ ] inside the heading or footer of your BizScheduler invoice templates. For example, ...
Notifications - Setup and usage - Videos
The following links will take you to the videos covering the setup and operation of BizScheduler Notifications: Intro to Notifications Adding groups, templates and preview Creating and using Email Templates Creating and using Text Templates Using ...
QuickBooks Default Account Does Not Exist
When exporting a Job to QuickBooks Online that has a service that is new to QuickBooks, you could get an error that says, "QuickBooks Default Account Does Not Exist." What BizScheduler is looking for is a match between the QBDefault Account For Item ...
Worker Note Calendar Display
Use Worker Notes to display custom information about your Workers when viewing the Job Calendar. Create at least one Worker Note Types (from the Hub under the Setup/Configuration section click Worker Note Types) On the Worker Information screen, ...
Add or Change a Service
Add or Change a Service To add, change or delete Services you must go to the Hub and click the Services link under the Setup / Configuration section. Click the [New ] button to add a new service, or click on an existing Service to modify it. Once you ...
Show before and after hours in Alt Color for the Calendar
The Calendar Alt Color Hours in Configuration Options lets you grey out the hours of operation that you want to show on the calendar, but are not generally used for scheduling jobs. This way you can show time slots that are before or after your ...
Alternate Email Address for Sending Work Orders
When sending your Work Orders out to your field staff via the email function, the Primary Email address in the Worker record of the person sending the Work Orders is used as the Sender address (From). If your field staff uses email, perhaps from ...
Area Access and Restriction
Area Access for a Worker In BizScheduler you can restrict which Workers have access to specific Areas (aka Calendars). On the Worker Information screen, all of your active Areas in your BizScheduler are listed. They are repeated three times, with On ...
Creating a new Job Segment from an existing one
Option to copy all information when adding a job segment. When adding a job segment from an existing segment, there are two behaviors for BizScheduler, based on your system's configuration setting for CopyInfoToNewSegment. If this setting is off, ...
Adding a new Area
To add a new Area in BizScheduler, follow these steps: Go to the Hub and select the Areas link under the Setup / Configuration section On the Areas screen you will see all Areas currently configured for your BizScheduler Click the [Add New Area] ...
Areas and how to use them
BizScheduler provides a structure for you to divide your company into more manageable units, called Areas. An Area can be any logical division of your business that improves your ability to manage and schedule your activities. Each Area has its own ...
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 Attachment Categories
Attachment Categories help you organize your customer record attachments. BizScheduler lets you upload text files, word processing documents, digital photos, emails, etc., and attach them to your Customers and Jobs. Perhaps you want to attach copies ...
Change Customer Categories
Customer Categories provide a tool to organize and identify your customers. This may be a two-item list that identifies Residential verses Commercial, or a very complex list where you identify their industry, type of customer they are, primary ...
Change Customer Note Types
Customer Note Types provides a list that lets you identify the type of note you are creating for a customer. BizScheduler enables you to create an unlimited number of notes for your customers. By providing a Note Type, you can quickly find the ...
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 ...
Change Misc Info Structure
BizScheduler gives you the power to create your own custom data fields to track information about your customers. This enables you to better serve your customers, sell your services, and manage your business. You may want to know square footage, ...
Change Referral Sources
Referral Sources is a list that you create to track how your customers came to know about you. This list is used both at the Customer level as well as the Job level. This list provides you with tremendous insight into the use of your advertising and ...
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 Priorities
Task Priorities provide the settings that BizScheduler uses to establish the urgency of a Task. BizScheduler comes with a predefined list, which you can easily customize. To make these changes, assuming you have the appropriate permissions set in ...
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 ...
Changing Configuration Options
Configuration Options provide the settings that BizScheduler uses to activate certain features as well as to set default actions and values. To make changes to these settings: Go to the Hub and click the Configuration Options link under the Setup / ...
Delete an existing Area
As long as you have not used an Area for scheduling activities, you can still delete it. Once it has been used, however, you can still make it inactive. This way the historical integrity of your data will be protected but you will not have to see an ...
Making an Area Active/Inactive
Once an Area has been used for scheduling jobs and other activity, it should not be deleted. This way the historical integrity of your data is preserved. You can reschedule all of the jobs (and other activities) to another Area and then delete the ...
Modify the Worker Types list
Worker Types provide a way to group and classify your Workers and users of BizScheduler. The list provides additional security by not permitting a user to change access permissions in the Worker Information screen of a user with a higher Worker Type. ...
Setting the Taxable flag for a service
If you have Taxable Services turned on under Configuration Options, you will want to set the Taxable setting for each of your Services that are taxable. Here is how... Go to the Hub and click the Services link under the Setup / Configuration section ...
BizScheduler Design
Basic Architecture: BizScheduler, and all of your data, runs on our servers housed in a secure data center. Once your database is created and configured, you can reach your data from anywhere in the world that you have an Internet connection. Though ...