Get started in Scheduler
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To get started using the Scheduler tab in Reveal Field, you need to:
- Set up technicians
- Import customer contacts
- Edit customer notifications
- Create jobs
Set up technicians
In the Admin section of Reveal, you can create new Drivers/Technicians and save their details.
You can also create technicians from existing drivers. Once drivers become technicians, you can assign them to a job in Scheduler.
Learn how to Set up technicians
Import customer contacts and job details
Your existing jobs and customer contacts can be exported from another software solution, such as QuickBooks or Google Contacts, and imported into Reveal. Files for export must be in Excel or CSV format.
Learn how to Import customer contacts
Learn how to Import job details
Set up customer notifications
Customer notifications are updates sent automatically to Reveal Field customers by email and text message.
Learn how to Set up customer notifications
You create new jobs in Scheduler. When technicians have installed the Reveal Field Mobile App, you can send job notifications to their mobile devices.
Learn how to Install the Reveal Field mobile app.
Learn how to Create a new job.