User Guide
Developer Guide
Object Reference
API Reference
Release Notes
Developers
Support

User Guide
Developer Guide
Object Reference
API Reference
Release Notes
Developers
Support

User guides
- Getting started
  - Getting started with Skedulo platform
    - Install and setup for Skedulo Pulse Platform
    - Manage resources and assets in the Skedulo web app
    - User settings
    - Customize scheduling workflow
  - Getting started with Skedulo for Salesforce
    - Install and setup for Skedulo for Salesforce
    - Manage regions in Skedulo for Salesforce
      - Create regions
    - Manage users in Skedulo for Salesforce
    - Manage resources and assets in Skedulo for Salesforce
    - Quickstart tutorials
  - Glossary
- Create and edit work
  - Create and manage work
    - Create and manage work in the Skedulo web app
      - View work
        
        Use the Schedule Calendar view
        
        Use the Work console
      - Create work
        
        Create a new job type
        
        Create and update work
        
        Use quick job create
        
        Use work cards
        
        View and manage work details
        
        Job details - old version
        
        View, add, and delete attachments
        
        Work custom fields
        
        Apply time constraints to work items
        
        View work status
      - Manage resource requirements
      - Manage multiple resource requirements
      - Allocate and dispatch work
        
        Allocate work
        
        Pulse Allocation Experience (Beta)
        
        Dispatch work
      - Manage job dependencies
      - Schedule and manage work offers
      - Complete, cancel, or reshedule work
        
        Cancel or reschedule a job
        
        Manually complete a job
        
        Restore a canceled job
    - Create and manage work in Skedulo for Salesforce
      - Create a new job type in Skedulo for Salesforce
      - Add custom fields to jobs
  - Create and edit shifts
    - Create and edit shifts in the Skedulo web app
  - Create and edit activities
    - Create and edit activities in the Skedulo web app
      - Use activities console
      - Create and manage activities
- Manage scheduling and availability
  - Manage availability and unavailability
    - Manage availability and unavailability in the Skedulo web app
    - Manage availability and unavailability in Skedulo for Salesforce
  - Create and view schedules
    - View schedules
    - Create schedules
      - Deallocate and unschedule
      - Multiple regions
    - Use search and filters
      - Filter bar
      - Global search bar
  - Create and manage recurring schedules
  - Optimization of schedule
    - Manage and use route optimization
    - Use Suggest feature
  - Manage schedule conflicts and exceptions
    - Schedule conflict alerts in the web app
    - Manage schedule conflicts with the Rules service on the Skedulo Pulse Platform
    - Manage exceptions with the Exceptions service (Closed beta)
  - Schedule work with the Pulse Scheduling Experience
    - Introduction to the Pulse Scheduling Experience
    - Schedule work with the Pulse Scheduling Experience swimlane
    - Schedule work with the Pulse Scheduling Experience Work list
    - Duplicate work in the Pulse Scheduling Experience
    - Move work in the schedule
    - Use scheduling actions in the Pulse Scheduling Experience
    - Use the Context panel in the Pulse Scheduling Experience
- Administer and configure
  - Administer and configure Skedulo web app
    - Configure users and preferences
    - Create and customize work
    - Configure Optimization and Suggest
    - Configure notifications and messaging
    - View and edit teams
    - View change history
    - Extend Skedulo with extensions
      - View authentication information
      - Define API user
      - Create API tokens with developer tools
      - Create a service user
      - Manage web extensions
        
        Deprecated: Create and manage web extensions
      - Manage mobile extensions
        
        Configure Skedulo Plus mobile extension metadata
    - Manage configuration variables
    - Enable beta features
    - Manage packages (Beta)
    - Permissions and data access control
      - User roles and permissions
        
        Standard roles
        
        Functional permissions and custom roles
        
        Create custom roles for functional permissions
        
        Manage user roles
        
        Permission dependencies
      - Use record access policies to control data access
        
        Record access policies
        
        Manage record access policies
        
        Manage record access policy rules
        
        Record access policy templates
      - Role-based customization of the navigation menu
    - Automation
      - View and edit automations
  - Administer and configure Skedulo for Salesforce
  - Administer and configure the Skedulo mobile app
    - Configure Account field visibility for the Skedulo v2 mobile app
    - Set up and manage location tracking
    - Customize Skedulo v2 mobile app settings
    - Customize fields and forms
    - Customize job workflow
    - Enable and manage proximity notifications
    - Set up app linking
    - Errors and troubleshooting
  - Administer and configure Skedulo Plus
    - Create Skedulo Plus forms with Form Builder
      - Introduction to the Form Builder
      - Create mobile forms with Form Builder in the Skedulo web app
        
        Introduction to the Form Builder in the Skedulo Pulse Platform
        
        Create a basic form with Form Builder
        
        Create a data-mapped form to collect new data records
        
        Create a data-mapped form to update the job record
      - Create Form Builder forms in Skedulo for Salesforce
        
        Introduction to creating mobile forms with Form Builder in Skedulo for Salesforce
        
        Create a data-mapped form with Form Builder to create new data records in Skedulo for Salesforce
        
        Create a data-mapped form for updating a job record in Skedulo for Salesforce
      - Components available in the Skedulo Plus Form Builder
      - Build a Skedulo Plus form with Form Builder components
      - Set conditional display logic in Form Builder
      - Edit mobile form details with Form Builder
      - Install a mobile form
      - View data collected from the form
      - Manage Skedulo Plus forms with Form Builder
    - Skedulo Plus mobile app settings
    - Customize Skedulo Plus mobile app layout
    - Set geofencing rules for Skedulo Plus
    - Skedulo Plus mobile notifications
    - Set up linking to and from the Skedulo Plus mobile app
    - Enable v2 custom forms in the Skedulo Plus mobile app (Closed beta)
  - Load and manage data
    - Load and migrate data to Skedulo
    - View data tables
    - Export data from Skedulo
    - Create a new CRM record
    - Manage accounts
    - Manage activities
    - Manage availability types
    - Manage contacts
    - View exclusions
    - Manage holidays
    - View inclusions
    - View and create new job types
    - Manage locations
    - Manage regions
    - Manage resource categories
    - Manage tags
  - Single Sign-On (SSO)
    - Getting started with Single Sign-On
    - Set up up Single Sign-On
      - Setting up Single Sign-On
      - Set up Single Sign-On with Salesforce
    - Log in with Single Sign-On
      - Log in with Single Sign-On
      - Log in with Single Sign-On via Salesforce
    - Frequently Asked Questions - SSO
    - Single Sign-On terminology
  - Analytics and reporting
    - In Skedulo Pulse Platform
    - In Skedulo for Salesforce
      - Install and view Skedulo reports and dashboards
  - Add Skedulo as a trusted network
- Dynamic messaging
  - Use Dynamic Messaging in Skedulo Platform
  - Configure Dynamic Messaging
- Mobile user guides
  - Skedulo mobile app versions and availability
  - Skedulo v2 mobile app
    - Install and set up
    - Getting started with the mobile app
      - Getting started
    - Set up profile and preferences
    - Manage agenda and availability
    - Manage work
    - Communication and messaging
      - View notifications
      - Messaging with Dynamic Messaging
    - Enhance mobile use in the field
      - Learn about offline syncing
      - Minimize bandwidth usage
    - Errors and troubleshooting
  - Skedulo Plus mobile app
    - Introduction
    - Get started with the Skedulo Plus mobile app
    - Edit your profile and preferences
    - Manage work in Skedulo Plus
    - Manage availability and unavailability
    - Sync app data when logging in or reconnecting to the internet
    - Manage location tracking
    - Send and receive messages in the Skedulo Plus app
    - Rate the app and provide feedback
    - Submit a support request
    - Errors and troubleshooting
      - Retrieve your team name
      - Troubleshoot the Skedulo Plus mobile app
- Skedulo extensions
  - Teams and Crews (Beta)
  - Virtual meetings
  - Recurring activities
  - Skedulo Plus mobile extensions
- Help and support

User guides
- Getting started
  - Getting started with Skedulo platform
    - Install and setup for Skedulo Pulse Platform
    - Manage resources and assets in the Skedulo web app
    - User settings
    - Customize scheduling workflow
  - Getting started with Skedulo for Salesforce
    - Install and setup for Skedulo for Salesforce
    - Manage regions in Skedulo for Salesforce
      - Create regions
    - Manage users in Skedulo for Salesforce
    - Manage resources and assets in Skedulo for Salesforce
    - Quickstart tutorials
  - Glossary
- Create and edit work
  - Create and manage work
    - Create and manage work in the Skedulo web app
      - View work
        
        Use the Schedule Calendar view
        
        Use the Work console
      - Create work
        
        Create a new job type
        
        Create and update work
        
        Use quick job create
        
        Use work cards
        
        View and manage work details
        
        Job details - old version
        
        View, add, and delete attachments
        
        Work custom fields
        
        Apply time constraints to work items
        
        View work status
      - Manage resource requirements
      - Manage multiple resource requirements
      - Allocate and dispatch work
        
        Allocate work
        
        Pulse Allocation Experience (Beta)
        
        Dispatch work
      - Manage job dependencies
      - Schedule and manage work offers
      - Complete, cancel, or reshedule work
        
        Cancel or reschedule a job
        
        Manually complete a job
        
        Restore a canceled job
    - Create and manage work in Skedulo for Salesforce
      - Create a new job type in Skedulo for Salesforce
      - Add custom fields to jobs
  - Create and edit shifts
    - Create and edit shifts in the Skedulo web app
  - Create and edit activities
    - Create and edit activities in the Skedulo web app
      - Use activities console
      - Create and manage activities
- Manage scheduling and availability
  - Manage availability and unavailability
    - Manage availability and unavailability in the Skedulo web app
    - Manage availability and unavailability in Skedulo for Salesforce
  - Create and view schedules
    - View schedules
    - Create schedules
      - Deallocate and unschedule
      - Multiple regions
    - Use search and filters
      - Filter bar
      - Global search bar
  - Create and manage recurring schedules
  - Optimization of schedule
    - Manage and use route optimization
    - Use Suggest feature
  - Manage schedule conflicts and exceptions
    - Schedule conflict alerts in the web app
    - Manage schedule conflicts with the Rules service on the Skedulo Pulse Platform
    - Manage exceptions with the Exceptions service (Closed beta)
  - Schedule work with the Pulse Scheduling Experience
    - Introduction to the Pulse Scheduling Experience
    - Schedule work with the Pulse Scheduling Experience swimlane
    - Schedule work with the Pulse Scheduling Experience Work list
    - Duplicate work in the Pulse Scheduling Experience
    - Move work in the schedule
    - Use scheduling actions in the Pulse Scheduling Experience
    - Use the Context panel in the Pulse Scheduling Experience
- Administer and configure
  - Administer and configure Skedulo web app
    - Configure users and preferences
    - Create and customize work
    - Configure Optimization and Suggest
    - Configure notifications and messaging
    - View and edit teams
    - View change history
    - Extend Skedulo with extensions
      - View authentication information
      - Define API user
      - Create API tokens with developer tools
      - Create a service user
      - Manage web extensions
        
        Deprecated: Create and manage web extensions
      - Manage mobile extensions
        
        Configure Skedulo Plus mobile extension metadata
    - Manage configuration variables
    - Enable beta features
    - Manage packages (Beta)
    - Permissions and data access control
      - User roles and permissions
        
        Standard roles
        
        Functional permissions and custom roles
        
        Create custom roles for functional permissions
        
        Manage user roles
        
        Permission dependencies
      - Use record access policies to control data access
        
        Record access policies
        
        Manage record access policies
        
        Manage record access policy rules
        
        Record access policy templates
      - Role-based customization of the navigation menu
    - Automation
      - View and edit automations
  - Administer and configure Skedulo for Salesforce
  - Administer and configure the Skedulo mobile app
    - Configure Account field visibility for the Skedulo v2 mobile app
    - Set up and manage location tracking
    - Customize Skedulo v2 mobile app settings
    - Customize fields and forms
    - Customize job workflow
    - Enable and manage proximity notifications
    - Set up app linking
    - Errors and troubleshooting
  - Administer and configure Skedulo Plus
    - Create Skedulo Plus forms with Form Builder
      - Introduction to the Form Builder
      - Create mobile forms with Form Builder in the Skedulo web app
        
        Introduction to the Form Builder in the Skedulo Pulse Platform
        
        Create a basic form with Form Builder
        
        Create a data-mapped form to collect new data records
        
        Create a data-mapped form to update the job record
      - Create Form Builder forms in Skedulo for Salesforce
        
        Introduction to creating mobile forms with Form Builder in Skedulo for Salesforce
        
        Create a data-mapped form with Form Builder to create new data records in Skedulo for Salesforce
        
        Create a data-mapped form for updating a job record in Skedulo for Salesforce
      - Components available in the Skedulo Plus Form Builder
      - Build a Skedulo Plus form with Form Builder components
      - Set conditional display logic in Form Builder
      - Edit mobile form details with Form Builder
      - Install a mobile form
      - View data collected from the form
      - Manage Skedulo Plus forms with Form Builder
    - Skedulo Plus mobile app settings
    - Customize Skedulo Plus mobile app layout
    - Set geofencing rules for Skedulo Plus
    - Skedulo Plus mobile notifications
    - Set up linking to and from the Skedulo Plus mobile app
    - Enable v2 custom forms in the Skedulo Plus mobile app (Closed beta)
  - Load and manage data
    - Load and migrate data to Skedulo
    - View data tables
    - Export data from Skedulo
    - Create a new CRM record
    - Manage accounts
    - Manage activities
    - Manage availability types
    - Manage contacts
    - View exclusions
    - Manage holidays
    - View inclusions
    - View and create new job types
    - Manage locations
    - Manage regions
    - Manage resource categories
    - Manage tags
  - Single Sign-On (SSO)
    - Getting started with Single Sign-On
    - Set up up Single Sign-On
      - Setting up Single Sign-On
      - Set up Single Sign-On with Salesforce
    - Log in with Single Sign-On
      - Log in with Single Sign-On
      - Log in with Single Sign-On via Salesforce
    - Frequently Asked Questions - SSO
    - Single Sign-On terminology
  - Analytics and reporting
    - In Skedulo Pulse Platform
    - In Skedulo for Salesforce
      - Install and view Skedulo reports and dashboards
  - Add Skedulo as a trusted network
- Dynamic messaging
  - Use Dynamic Messaging in Skedulo Platform
  - Configure Dynamic Messaging
- Mobile user guides
  - Skedulo mobile app versions and availability
  - Skedulo v2 mobile app
    - Install and set up
    - Getting started with the mobile app
      - Getting started
    - Set up profile and preferences
    - Manage agenda and availability
    - Manage work
    - Communication and messaging
      - View notifications
      - Messaging with Dynamic Messaging
    - Enhance mobile use in the field
      - Learn about offline syncing
      - Minimize bandwidth usage
    - Errors and troubleshooting
  - Skedulo Plus mobile app
    - Introduction
    - Get started with the Skedulo Plus mobile app
    - Edit your profile and preferences
    - Manage work in Skedulo Plus
    - Manage availability and unavailability
    - Sync app data when logging in or reconnecting to the internet
    - Manage location tracking
    - Send and receive messages in the Skedulo Plus app
    - Rate the app and provide feedback
    - Submit a support request
    - Errors and troubleshooting
      - Retrieve your team name
      - Troubleshoot the Skedulo Plus mobile app
- Skedulo extensions
  - Teams and Crews (Beta)
  - Virtual meetings
  - Recurring activities
  - Skedulo Plus mobile extensions
- Help and support

Create and customize fields

Create custom fields

How to add custom fields in Skedulo for Salesforce.

Configure and view promoted custom field

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