Get started in Scheduler

Take some training

To learn how to user Reveal Field's Scheduler, you can take an interactive eTutorial or sign up for live training.

How to get started

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

Create jobs

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.

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