The Scheduler
The desktop app the office uses to create jobs, book team members and invoice.
The Scheduler is where the office runs the day. You create jobs for your Xero customers, drag them onto team members on the calendar, and review the time and materials your team records before invoicing in Xero.
The main screen
The Scheduler opens on the calendar. Each row is a team member, and each block is a booking. Next to the calendar, the jobs list shows work waiting to be booked, and the job details panel shows the job you have selected. See The calendar for each part.
The icons along the top open everything else. See The header bar for what each one does, with a page for each screen.
Before you start
The Scheduler needs a screen at least 1,000 pixels wide, and your organisation must be connected to Xero.
See also
- The header bar - every icon along the top, in order.
- The calendar - bookings, the jobs list and the job details panel.
- Connect Smartworks to Xero - required before the Scheduler shows your jobs.