schedule

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schedule [2026/09/28 05:05] – chillhubadminschedule [2026/10/01 07:18] (current) – chillhubadmin
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     * {{mdi>chevron-right}} : Move to the next week (desktop) or next day (mobile).     * {{mdi>chevron-right}} : Move to the next week (desktop) or next day (mobile).
     * {{mdi>plus}} **Date** : Shows the selected weekly range (desktop) or a single date (mobile).     * {{mdi>plus}} **Date** : Shows the selected weekly range (desktop) or a single date (mobile).
-    * {{mdi>account-multiple}} **Filter by Team** : Narrow down schedules based on selected assigned teams (and team categories). \\ {{:schedule:schedule_6.jpg?400|}} +    * {{mdi>account-multiple}} **Filter by Team** : Narrow down schedules based on selected assigned teams (and team categories). \\ {{gallery>:schedule:schedule_6.jpg?400x0&crop=off&0}} 
-    * {{mdi>calendar-check}} **Show Free Slots**: Displays the available time slots of the selected teams on the calendar. \\ {{:schedule:schedule_5.jpg?500|}}+    * {{mdi>calendar-check}} **Show Free Slots**: Displays the available time slots of the selected teams on the calendar. \\ {{gallery>:schedule:schedule_5.jpg?400x0&crop=off&0}}
     * {{mdi>dots-horizontal}} More actions:     * {{mdi>dots-horizontal}} More actions:
       * {{mdi>link}} **Customer Form** : Generate a self-filled form for customers to submit their details.       * {{mdi>link}} **Customer Form** : Generate a self-filled form for customers to submit their details.
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           * Saving customer details.           * Saving customer details.
   * Views Tab:   * Views Tab:
-    * **Calendar**: Displays scheduled jobs in a weekly calendar view (desktop) or a daily calendar view (mobile). \\ {{:schedule:schedule_1.jpg?600|}} +    * **Calendar**: Displays scheduled jobs in a weekly calendar view (desktop) or a daily calendar view (mobile). \\ {{gallery>:schedule:schedule_1.jpg?600x0&crop=off&0}} 
-      * **Total**: Shows the total amount to be received or earned for the selected day. //(Hidden from users without **Invoice** access)//+      * **Total**: Shows the total allocated sales amount for the selected day. //(Hidden from users without **Job Amount & Allocation** access)//
       * **Notes**: Displays daily notes for quick reference.       * **Notes**: Displays daily notes for quick reference.
       * **Events**:        * **Events**: 
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       * Schedule a new job by **clicking or dragging** in an empty time slot in the calendar area.        * 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.       * Add new notes by clicking an empty space in the "Notes" section for the selected day.
-    * **List**: Presents scheduled jobs and daily notes in a structured data table format. \\ {{:schedule:schedule_2.jpg?600|}}+    * **List**: Presents scheduled jobs and daily notes in a structured data table format. \\ {{gallery>:schedule:schedule_2.jpg?600x0&crop=off&0}}
       * {{mdi>chevron-up}}: Expand row to view more details.       * {{mdi>chevron-up}}: Expand row to view more details.
       * {{mdi>pencil}}: View and modify job or note details. (Mobile View: expand row to access)       * {{mdi>pencil}}: View and modify job or note details. (Mobile View: expand row to access)
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       * **Invoice No.**: The invoice number linked to this job.       * **Invoice No.**: The invoice number linked to this job.
       * **Sales Order No.**: The sales order number associated with this job.       * **Sales Order No.**: The sales order number associated with this job.
 +      * **Quotation No.**: The quotation number associated with this job.
       * **Delivery Order No.**: The delivery order number linked to this job.       * **Delivery Order No.**: The delivery order number linked to this job.
       * **Job Completion Note No.**: The job completion note number linked to this job.       * **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. //(Hidden from users without **Invoice** access)//+      * **Allocated Sales Amount**: The sales amount allocated to this job. //(Hidden from users without **Job Amount & Allocation** access)//
       * **Remark**: Any additional notes or comments related to the job.       * **Remark**: Any additional notes or comments related to the job.
       * **Attachment**: Specifies whether the job has one or more attached files.          * **Attachment**: Specifies whether the job has one or more attached files.   
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 ++++ Accessing Job Appointment Form: How to create or edit scheduled job in the system from different entry points | ++++ Accessing Job Appointment Form: How to create or edit scheduled job in the system from different entry points |
   - **From Scheduling Page**: Click the New {{mdi>plus}} button or selecting time slots in calendar area to create a new job appointment. To modify an existing sales order, click the Edit {{mdi>pencil}} icon on the corresponding row in the data table or events in the calendar view.   - **From Scheduling Page**: Click the New {{mdi>plus}} button or selecting time slots in calendar area to create a new job appointment. To modify an existing sales order, click the Edit {{mdi>pencil}} icon on the corresponding row in the data table or events in the calendar view.
-  - **From Sales Order/Invoice Page**: On the data table row, click the Options {{mdi>dots-horizontal}} button to open a menu, then select {{mdi>calendar-month}} **Schedule** to create or modify the corresponding scheduled job.+  - **From Quotation/Sales Order/Invoice Page**: On the data table row, click the Options {{mdi>dots-horizontal}} button to open a menu, then select {{mdi>calendar-month}} **Schedule** to create or modify the corresponding scheduled job.
     * **Customer information**: The customer details from the sales order will be copied over.      * **Customer information**: The customer details from the sales order will be copied over. 
       * If the job details differ from the billing information, update them accordingly.       * If the job details differ from the billing information, update them accordingly.
-    * **Invoice No.** and **Sales Order No.**: These will be copied over automatically.  +    * **Quotation No.**, **Invoice No.** and **Sales Order No.**: These will be copied over automatically.  
-      * By default, **Auto Link Amount** is enabled, and the **Amount to Receive** will match the invoice amount (or sales order amount).  +      * By default, **Auto Link Amount** is enabled, and the **Allocated Sales Amount** will match the invoice amount (or sales order amount).  
-      * If the amount to receive on the scheduled date is different, uncheck **Auto Link Amount** and enter the correct amount manually. +      * Uncheck **Auto Link Amount** and enter the correct amount manually. 
     * **Delivery Order No.**: If a delivery note exists with a matching delivery date, it will be automatically linked to the scheduled job.     * **Delivery Order No.**: If a delivery note exists with a matching delivery date, it will be automatically linked to the scheduled job.
     * **Job Completion Note No.**: If a job completion note exists with a matching service date, it will be automatically linked to the scheduled job.     * **Job Completion Note No.**: If a job completion note exists with a matching service date, it will be automatically linked to the scheduled job.
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 ++++ Job Appointment: Create or edit scheduled job details | ++++ Job Appointment: Create or edit scheduled job details |
 == Job Appointment Form ==  == Job Appointment Form == 
-\\ {{:schedule:schedule_3.jpg?600|}}+\\ {{gallery>:schedule:schedule_3.jpg?500x0&crop=off&0}}
   * **Status**: Shows the current status of the scheduled job (e.g., Pending, Completed, Cancelled)   * **Status**: Shows the current status of the scheduled job (e.g., Pending, Completed, Cancelled)
   * **Date**: Date of the job appointment   * **Date**: Date of the job appointment
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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}}: Opens a calendar popup to view existing scheduled time slots, allowing users to select and apply an available time. \\ {{:schedule:schedule_8.jpg?500|}}+    * {{mdi>calendar-month}}: Opens a calendar popup to view existing scheduled time slots, allowing users to select and apply an available time. \\ {{gallery>:schedule:schedule_8.jpg?400x0&crop=off&0}}
   * **Actual**:   * **Actual**:
     * **From**: The actual start time of the job.     * **From**: The actual start time of the job.
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   * **Employee**: The employee assigned to the job.   * **Employee**: The employee assigned to the job.
   * **Secondary Teams**: Additional teams involved in the job, alongside the primary Team.   * **Secondary Teams**: Additional teams involved in the job, alongside the primary Team.
-    * Click {{mdi>account-plus?24}} **Assign Team** to pick teams from a selector. +    * Click {{mdi>account-plus}} **Assign Team** to pick teams from a selector. 
-  * {{mdi>chart-donut?24}} **Define Allocation**: Opens a dialog to define how the job amount is split between the assigned teams, and each team's hourly rate. \\ //Only available to users with **Job Amount & Allocation** permission.// \\ {{:schedule:schedule_9.jpg?500|}}+  * {{mdi>chart-donut}} **Define Allocation**: Opens a dialog to define how the job amount is split between the assigned teams, and each team's hourly rate. 
 +    * //Only available to users with **Job Amount & Allocation** permission.// \\ {{gallery>:schedule:schedule_9.jpg?400x0&crop=off&0}}
     * Each assigned team is listed as a row (the primary team is labeled **Primary Team**), with the following fields:     * Each assigned team is listed as a row (the primary team is labeled **Primary Team**), with the following fields:
       * **Split Percent (%)**: The share of the job amount allocated to the team based on its contribution, normally used for commission calculation. \\ //Leave blank for an equal split.//       * **Split Percent (%)**: The share of the job amount allocated to the team based on its contribution, normally used for commission calculation. \\ //Leave blank for an equal split.//
       * **Hourly Rate**: The team's hourly rate, used for labor hour calculation when billing the customer.       * **Hourly Rate**: The team's hourly rate, used for labor hour calculation when billing the customer.
-    * {{mdi>refresh?24}} **Reset to Default**: Resets each team's Split Percent and Hourly Rate to the defaults configured for that team in user settings.+    * {{mdi>refresh}} **Reset to Default**: Resets each team's Split Percent and Hourly Rate to the defaults configured for that team in user settings. 
 +    * Allocated sales and labor cost report is available in:     
 +      * **[[dashboard|Dashboard]]** -> **Team Summary** 
 +      * **Custom Report** -> **Labor Cost Summary** and **Labor Cost by Team**
   * **Internal Job**: Tick this checkbox to mark the job as an internal job (e.g. meeting, training). Customer fields are disabled.   * **Internal Job**: Tick this checkbox to mark the job as an internal job (e.g. meeting, training). Customer fields are disabled.
   * **Customer**   * **Customer**
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       * **Clear all** button: Reset all entered customer delivery info and start fresh.       * **Clear all** button: Reset all entered customer delivery info and start fresh.
   * **More Information**   * **More Information**
 +    * **Quotation No.**: The quotation number linked to the job. (Auto populated if job is scheduled from quotation) 
     * **Sales Order No.**: The sales order number linked to the job. (Auto populated if job is scheduled from sales order)     * **Sales Order No.**: The sales order number linked to the job. (Auto populated if job is scheduled from sales order)
       * **Create/Edit Sales Order**: Open sales order form to create/edit a sales order linked to the job. (Customer details will be copied as billing information)       * **Create/Edit Sales Order**: Open sales order form to create/edit a sales order linked to the job. (Customer details will be copied as billing information)
     * **Invoice No.**: The invoice number linked to the job. (Auto populated if job is scheduled from invoice)     * **Invoice No.**: The invoice number linked to the job. (Auto populated if job is scheduled from invoice)
       * **Create/Edit Invoice**: Open invoice form to create/edit a invoice linked to the job. (Customer details will be copied as billing information)       * **Create/Edit Invoice**: Open invoice form to create/edit a invoice linked to the job. (Customer details will be copied as billing information)
-    * **Amount to Receive**: The total amount expected to be received or earned from the job. +    * **Allocated Sales Amount**: The sales amount allocated to this job, which is then split among the assigned teams based on their allocation. It is used to calculate each team's allocated sales. 
-      * **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 **Allocated Sales Amount**. The amount is prorated by the job's **Progress**. 
-      * //(Hidden from users without **Invoice** access)//+      * //(Hidden from users without **Job Amount & Allocation** permission)// 
 +    * **Progress**: The percentage of the overall project (the linked invoice or sales order) that this job accounts for. Defaults to the **Calculated Progress** shown below the field if left empty. 
 +      * If the linked invoice/sales order is scheduled across multiple jobs, the calculated progress is distributed evenly across those jobs. 
 +      * When you complete a job from the **[[dashboard|Dashboard]]**, enter the cumulative progress for the entire project. The system works out the progress attributed to this job, defaulting to the calculated progress. 
 +      * Progress is factored into the allocated sales amount. \\ //E.g. an invoice scheduled over 4 days gives each job 25% progress, so each job amount is one quarter of the invoice amount. That amount is then divided among the teams assigned to the job based on their allocation.// 
 +      * //(Hidden from users without **Job Amount & Allocation** permission)//
     * **Delivery Note 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.
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 ++++ Daily Note: Create or edit daily note for reference | ++++ Daily Note: Create or edit daily note for reference |
 == Daily Note Form == == Daily Note Form ==
-\\ {{:schedule:schedule_4.jpg?600|}}+\\ {{gallery>:schedule:schedule_4.jpg?400x0&crop=off&0}}
   * **Date**: The date associated with the daily note.   * **Date**: The date associated with the daily note.
   * **Remark**: Notes or comments for reference on the selected date.   * **Remark**: Notes or comments for reference on the selected date.
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 ++++ Recurrence: Set Up a Recurring Schedule | ++++ Recurrence: Set Up a Recurring Schedule |
 == Recurrence Form == == Recurrence Form ==
-\\ {{:schedule:schedule_7.jpg?600|}}+\\ {{gallery>:schedule:schedule_7.jpg?400x0&crop=off&0}}
   * **Start Date**: The start date of the recurrence. //Default: Uses the selected job’s appointment date.//   * **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.//   * **End Date**: The end date of the recurrence. //Note: The recurrence period cannot exceed one year.//
  • schedule.1790571921.txt.gz
  • Last modified: 2026/09/28 05:05
  • by chillhubadmin