schedule

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schedule [2026/01/19 05:18] – 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. \\ {{:schedule:schedule_6.jpg?400|}}+    * {{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. \\ {{:schedule:schedule_5.jpg?500|}}     * {{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:
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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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   * **Save**: Button to create or update the jobs displayed in the preview table.   * **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.1768799909.txt.gz
  • Last modified: 2026/01/19 05:18
  • by chillhubadmin