schedule

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schedule [2026/01/19 03:50] – chillhubadminschedule [2026/04/27 08:32] (current) – chillhubadmin
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 ===== Scheduling ===== ===== Scheduling =====
 Please refer to the guide below for detailed information on scheduling module. 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: Overview of all scheduled tasks, deliveries, and services in either a calendar or list view  |
 === Manage Schedules === === Manage Schedules ===
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     * {{mdi>chevron-right?24}} : Move to the next week (desktop) or next day (mobile).     * {{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>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 selected 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>calendar-check?24}} **Show Free Slots**: Displays the available time slots of the selected teams on the calendar.+    * {{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>dots-horizontal?24}} More actions:     * {{mdi>dots-horizontal?24}} More actions:
       * {{mdi>link?24}} **Customer Form** : Generate a self-filled form for customers to submit their details.       * {{mdi>link?24}} **Customer Form** : Generate a self-filled form for customers to submit their details.
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     * **From**: The planned start time of the job.     * **From**: The planned start time of the job.
     * **To**: The planned end 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**:   * **Actual**:
     * **From**: The actual start time of the job.     * **From**: The actual start time of the job.
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       * **State**: Billing state of the customer       * **State**: Billing state of the customer
       * **Country**: Billing country 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.       * **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)     * **Delivery**: The customer's delivery information, used for shipping or service (Only required to fill in the fields differ from billing info)
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     * **Amount to Receive**: The total amount expected to be received or earned from the job.     * **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**.       * **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.       * 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.     * **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.       * 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.   * **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 | ++++ Daily Note: Create or edit daily note for reference |
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   * **Remark**: Notes or comments for reference on the selected date.   * **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>
  • schedule.1768794636.txt.gz
  • Last modified: 2026/01/19 03:50
  • by chillhubadmin