Differences

This shows you the differences between two versions of the page.

--- schedule [2025/10/10 03:07] – chillhubadmin
+++ schedule [2026/04/27 08:32] (current) – chillhubadmin
@@ Line 1: / Line 1: @@
 ===== Scheduling =====
 Please refer to the guide below for detailed information on scheduling module.
+\\ {{youtube>CnWzD_urnRk}}
 ++++ Manage Schedules: Overview of all scheduled tasks, deliveries, and services in either a calendar or list view  |
 === Manage Schedules ===
@@ Line 17: / Line 18: @@
     * {{mdi>chevron-right?24}} : Move to the next week (desktop) or next day (mobile).
     * {{mdi>plus?24}} **Date** : Shows the selected weekly range (desktop) or a single date (mobile).
-    * {{mdi>account-multiple?24}} **Filter by Team** : Narrow down schedules based on assigned teams.
+    * {{mdi>account-multiple?24}} **Filter by Team** : Narrow down schedules based on selected assigned teams (and team categories). \\ {{:schedule:schedule_6.jpg?400|}}
-    * {{mdi>link?24}} **Customer Form** : Generate a self-filled form for customers to submit their details.
+    * {{mdi>calendar-check?24}} **Show Free Slots**: Displays the available time slots of the selected teams on the calendar. \\ {{:schedule:schedule_5.jpg?500|}}
-    * {{mdi>clipboard?24}} **Open Requests** : View incoming customer form submissions.
+    * {{mdi>dots-horizontal?24}} More actions:
-      * A badge indicates the number of open submissions.
+      * {{mdi>link?24}} **Customer Form** : Generate a self-filled form for customers to submit their details.
-      * Take one of the following actions on open requests:
+      * {{mdi>clipboard?24}} **Open Requests** : View incoming customer form submissions.
-        * Schedule
+        * A badge indicates the number of open submissions.
-        * Creating invoice
+        * Take one of the following actions on open requests:
-        * Create sales order
+          * Schedule
-        * Create quotation
+          * Creating invoice
-        * Saving customer details.
+          * Create sales order
+          * Create quotation
+          * Saving customer details.
   * Views Tab:
     * **Calendar**: Displays scheduled jobs in a weekly calendar view (desktop) or a daily calendar view (mobile). \\ {{:schedule:schedule_1.jpg?600|}}
@@ Line 33: / Line 36: @@
       * **Events**:
         * Display time as //Planned// or //Actual (Planned)//, completion status (✔), customer name, address, and contact details.
+        * {{mdi>paperclip?24}}: Indicates that the job has one or more attachments.
         * Event color is determined by the assigned team color configured in user settings.
       * Clicking on an event or note opens a **context menu** with the following options:
         * {{mdi>pencil?24}}: View and modify job or note details.
-        * {{mdi>content-copy?24}}: Create a copy of an existing job or note. \\ //Notes: Amount will not be copied over//
         * {{mdi>delete?24}}: Remove the job or note details.
+        * {{mdi>dots-horizontal?24}}: Opens a menu with additional options
+          * {{mdi>content-copy?24}} **Copy**: Create a copy of an existing job or note. \\ //Notes: Amount will not be copied over//
+          * {{mdi>calendar-repeat?24}}: **Repeat**: Create a recurring schedule based on the selected job or note.
       * Schedule a new job by **clicking or dragging** in an empty time slot in the calendar area.
       * Add new notes by clicking an empty space in the "Notes" section for the selected day.
@@ Line 43: / Line 49: @@
       * {{mdi>chevron-up?24}}: Expand row to view more details.
       * {{mdi>pencil?24}}: View and modify job or note details. (Mobile View: expand row to access)
-      * {{mdi>content-copy?24}}: Create a copy of an existing job or note.  (Mobile View: expand row to access) \\ //Notes: Invoice No., Sales Order No., Delivery Order No., Amount will not be copied over//
       * {{mdi>delete?24}}: Remove the job or note details.
+      * {{mdi>dots-horizontal?24}}: Opens a menu with additional options
+        * {{mdi>content-copy?24}} **Copy**: Create a copy of an existing job or note. \\ //Notes: Amount will not be copied over//
+        * {{mdi>calendar-repeat?24}}: **Repeat**: Create a recurring schedule based on the selected job or note.
       * **Status**: Shows the current status of the scheduled job (e.g., Pending, Completed, Cancelled)
         * {{mdi>clock-outline?24}} **Pending**: The scheduled job is awaiting completion.
-		* {{mdi>timer-sand-empty?24}} **Started**: The scheduled job is currently in progress.
+        * {{mdi>timer-sand-empty?24}} **Started**: The scheduled job is currently in progress.
         * {{mdi>check-circle?24}} **Completed**: The scheduled job has been successfully completed.
         * {{mdi>minus-circle?24}} **Cancelled**: The scheduled job has been canceled.
@@ Line 55: / Line 63: @@
       * **City**: The city of the job location.
       * **Contact No.**: The customer's contact number.
+      * **Terms**: The payment terms agreed with the customer.
+      * **External Code**: External reference code used to link this customer to an external accounting system.
       * **Team**: The assigned team responsible for the job.
       * **Employee**: The employee assigned to the job.
@@ Line 65: / Line 75: @@
       * **Job Completion Note No.**: The job completion note number linked to this job.
       * **Amount**: The total amount expected to be received or earned from the job.
       * **Remark**: Any additional notes or comments related to the job.
+      * **Attachment**: Specifies whether the job has one or more attached files.
 ++++
 === Job Appointment Form ===
@@ Line 87: / Line 98: @@
     * **From**: The planned start time of the job.
     * **To**: The planned end time of the job.
+    * {{mdi>calendar-month?24}}: Opens a calendar popup to view existing scheduled time slots, allowing users to select and apply an available time. \\ {{:schedule:schedule_8.jpg?500|}}
   * **Actual**:
     * **From**: The actual start time of the job.
@@ Line 116: / Line 128: @@
       * **State**: Billing state of the customer
       * **Country**: Billing country of the customer
+      *	**Terms**: The payment terms agreed with the customer (Configure options at **Settings** -> **Terms**)
+      *	**External Code**: External reference code used to link this customer to an external accounting system.
+        * Only available when integration with an external accounting system is enabled. Please contact Chillhub for more information.
+        * Select //<<New>>// to automatically create a new customer record in the external accounting system.
+        * A //Default Debtor// Code can be configured in the system settings and selected for general or walk-in customers.
       * **Clear all** button: Reset all entered customer billing info and start fresh.
     * **Delivery**: The customer's delivery information, used for shipping or service (Only required to fill in the fields differ from billing info)
@@ Line 138: / Line 155: @@
     * **Amount to Receive**: The total amount expected to be received or earned from the job.
       * **Auto Link Amount**: Automatically links the invoice or sales order amount as the **Amount to Receive**.
-    * **Delivery Order No**: The delivery note associated to the job.
+    * **Delivery Note No**: The delivery note associated to the job.
       * Automatically populated if a delivery note exists from the associated invoice or sales order with a matching delivery date.
+      * **View Document**: Opens the delivery note for viewing and allows the customer to sign digitally.
     * **Job Completion Note No**: The job completion note associated to the job.
       * Automatically populated if a job completion note exists from the associated invoice or sales order with a matching service date.
+      * {{mdi>plus?24}}: Create a job completion note in the associated invoice or sales order.
+      * {{mdi>pencil?24}}: Edit the job completion note in the associated invoice or sales order.
+      * **View Document**: Opens the job completion note for viewing and allows the customer to sign digitally.
   * **Remark**: Any additional notes or comments related to the job.
+== Form Actions ==
+  * **Save & Close**: Save and close the form
+    * **Save as Pending**: Save changes while keeping the job in pending status.
+    * **Save as Started**: Save changes and mark the job as started.
+    * **Save and Complete**: Save changes and mark the job as completed.
+    * **Save and Cancel**: Save changes and cancel the job.
+  * **Save & Continue**: Save and leave the form open
+    * **Save as Pending**: Save changes while keeping the job in pending status.
+    * **Save as Started**: Save changes and mark the job as started.
+    * **Save and Complete**: Save changes and mark the job as completed.
+    * **Save and Cancel**: Save changes and cancel the job.
+  * **Upload Media**: Upload photos or files related to the job. //(e.g. site photos, documents, or supporting images)//
 ++++
 ++++ Daily Note: Create or edit daily note for reference |
@@ Line 150: / Line 183: @@
   * **Remark**: Notes or comments for reference on the selected date.
 ++++
+++++ Recurrence: Set Up a Recurring Schedule |
+== Recurrence Form ==
+\\ {{:schedule:schedule_7.jpg?600|}}
+  * **Start Date**: The start date of the recurrence. //Default: Uses the selected job’s appointment date.//
+  * **End Date**: The end date of the recurrence. //Note: The recurrence period cannot exceed one year.//
+  * **Frequency**: Defines how often the job is repeated. Choose from:
+    * //Daily// – The job repeats every day.
+    * //Weekly// – The job repeats on selected days of the week.
+      * Weekday toggle buttons will be displayed for selection.
+    * //Monthly// – The job repeats on selected days of the month.
+      * Day-of-month toggle buttons will be displayed for selection.
+  * **Every**: Specifies the interval between recurrences based on the selected frequency. //Example: Every 2 weeks, Every 3 months.//
+  * **Generate Jobs**: Generates job instances based on the defined recurrence rules and displays them in the preview table.
+  * **Generated Jobs Preview**: //(Note that some of these columns may be hidden in the row details)//
+    * {{mdi>chevron-up?24}}: Expand row to view more details.
+    * {{mdi>pencil?24}}: Modify job or note details
+    * {{mdi>delete?24}}: Remove the job or note from the generated list.
+    * **Submit status**: Indicates the submission state of each generated job.
+      * **Unmodified**: The job has not been edited since generation.
+      * **Pending**: The job is pending submission.
+      * **Success**: The job was successfully created/updated.
+      * **Error**: The job failed to be created due to an error.
+    * **Date**: Date of the job appointment
+    * **Team**: The assigned team responsible for the job.
+    * **Remark**: Any additional notes or comments related to the job.
+    * **Attachment**: Specifies whether the job has one or more attached files.
+    * **Submit error**: Displays the error message if job submission fails.
+    * **From**: The //Planned// or //Actual (Planned)// starting time of the job.
+    * **To**: The //Planned// or //Actual (Planned)// ending time of the job.
+    * **Tasks**: The list of tasks to be performed for the job.
+  * **Save**: Button to create or update the jobs displayed in the preview table.
+++++
+<aichat button float>Welcome to Chillhub AI Assistant. I can help you understand and use your ERP system.</aichat>