Appointment Booking
Capacity Limits Wizard
Capacity Reservation
Duplicate NA
Dynamic URL
Export to Excel
Hide Relocated Engineers
Mass Property Update
Rotate Shift
Schedule Priority
Send Email Action
Signature Display
Split Task
System Alert
Web Launch
Yearly Calendar Dup
This app provides the no fuss integration of Salesforce and ClickSchedule with a single adapter. It’s a fantastic resource for all Salesforce and ClickShedule users, which delivers a straightforward connection between them, with no extra programming.
The Service Optimization system generates XML log files which contain personally identifiable information like names, phone numbers and email addresses from Customers and Engineers. Such information should be removed from the XML logs before sharing it to external vendors for support and maintenance services. As a solution, the Privacy Scrubber will be used to blank out such information from the generated XML Log file.
User error is unavoidable, this app ensures it won’t get in the way of the critical configuration and system logic of ClickSchedule Dictionaries. As these user-defined dictionaries are critical, this data validation tool prevents any unplanned additions and updates, helping avoid disruption to scheduling, workflow, assignments, and task optimization.
Increase customer satisfaction by keeping your client informed. This app lets your client know when their technician is on the way, keeping them up-to-date with an accurate appointment window and technician arrival time, via phone call, email, or text (SMS).
Need to transfer data from Excel to a subject or table within the Service Optimization Suite? This app provides a blank Excel spreadsheet that allows you to import or export data from or to the Service Optimization base, and is a great addition for Excel users.
This app provides the no fuss integration of Salesforce and ClickSchedule with a single adapter. It’s a fantastic resource for all Salesforce and ClickShedule users, which delivers a straightforward connection between them, with no extra programming.
Enable your ClickWorkspace users to visually confirm a customer’s signature has been obtained while a field worker is onsite.
An easy way to decrease time spent on assignments, this app ensures confirmation of customer approval and gets your technician on their way.
Launch a webpage based completely on current tasks, such as customer called, job completed, etc. This dynamic app is configured to allow employees a quick and easy way to access websites as needed, both with ClickSchedule and Mobile Touch. It creates web links based on specific assignment details, allowing fast access to unique web pages.
Capacity Reservation rule is designed to help ensure that one type of task doesn’t use up the available capacity to the exclusion of others. Capacity Management Agent V2.0 0 is designed to work directly with the Capacity Reservation Rule and will capture the total available Resource capacity for a given Capacity Limit’s (CapacityLimit) District.
This handy app helps streamline managing capacity for users, by providing wizard functionality for mass CapacityLimitsDynamic updates. When launched by the ClickSchedule web client, users are able to easily stay on top of capacity limits, ensuring your business can keep up with industry standards and regulations, as well as your own operational goals and forecasts.
This component allows a user to select multiple items in the WebClient, right click and perform a mass update on all objects for one or several properties.
Exports the values of the selected tasks in the WebClient’s task list to a .csv file which can be opened in excel.
Save time with this easy to use app, which gives you the ability to launch a web browser within ClickSchedule Windows Client at the click of a button. The pre-set but configurable web browser or host page will appear in a predetermined location, simplifying the entire process for the user.
Having to re-enter job details because of a disruption is time consuming and frustrating. Avoid it. If a disruption occurs, give your dispatcher the ability to split and duplicate a job they are currently working on. This allows for an intervention to take place, and completion of the remaining job properties to be resumed or reassigned to someone else.
Users can:
With a finite number of time and resources, the ability to prioritize things is a must! Simplify the prioritization of tasks for scheduling with a time and priority based management system, which works uniformly across all tasks.
A targeted solution for creating a work calendar when your technicians have rotating schedules. Instead of having to manually enter non-weekly work patterns, this app allows the user to create a work calendar pattern that accounts for the on/off schedules prevalent in the Service Industry. Once created, variations of the pattern can be made for your technicians to choose. Affordable, adaptable, and easy to use.
Save time and effort when you have multiple technicians unavailable at a designated time. This app allows you to load your NA (non-availability) form, and then select the following for the duplicate:
Once selected, entered, and submitted, you’re then provided with a duplicate NA form detailing the information, while leaving your original NA form intact. NA assignment start and end time (HH:MM), type, and location of the source are all copied from the original, completely avoiding the need for multiple manual duplications.
This accelerator improves upon the capabilities of the OOTB capacity reservation features contained within ClickSchedule. It enables the administration and maintenance of the capacity reservation settings from within the web client. In addition, the Agent monitors changes to the schedule and updates the capacity used value when an assignment is updated (the OOTB functionality only updates on Add and Delete).
This accelerator allows users to simplify the Gantt view by removing Engineers that are considered to be non-working, which often clutter the Gantt view. This presents users a clearer view allowing them to see who is really working within a given time period.
The Appointment Booking customization is an enhancement to the Out of the Box (OOTB) appointment booking feature in ClickSchedule. The component provides a GUI which provides the web client user access to the appointment booking service. The service then proposes time slots that are available for the start of the task. The user can then select one of the time available time slots and clicks to have the Appointment Booking component attempt to schedule the particular task.
Customize and prioritize when real-time system alerts are displayed within ClickShedule, using easy to see pop-up notifications. Rather than having a dispatcher waste time by sorting through their entire notification list, this app displays alerts based completely on what is most important for your individual organization. Most alerts require zero programming.
Get a turbo boost to your Clickmobile Touch user experience using our QEngine Dynamic forms.
Make any paper or spreadsheet based form a dynamic, interactive, secure mobile experience.
Our dynamic forms come complete with complex logical calculations, multiple completion paths, user validation, configurable error messages, auto-completion, and much, much more.
This app enables you to designate properties of the field engineer that are automatically copied into other objects. For example, you might configure the app to copy the engineer’s Name property into the CreatedBy property of a new object that the engineer creates. Likewise, you might copy the engineer’s Region and District into the Region and District properties of the new object. In this way, you can save the engineer from having to set these properties manually.
The Completion PDF Generation with Signature component will provide a template that will be used by the system to determine the field information and field placement related to the generation of the PDF report. The component will provide the ability to include in the template standard Click fields as well a signature field. The system may be required to convert the Click signature format to an industry standard format that can then be consumed by the report.
The ability to sort the list of assignments in the Schedule view based on their status allows the user to view his assignments based on their level of completion.
The Active Assignments Verification component provides the functionality to restrict the Click Mobile user to have only one assignment to be in an active state during the given day. The states considered to be active are defined by the user.
Enable your ClickWorkspace users to visually confirm a customer’s signature has been obtained while a field worker is onsite.
An easy way to decrease time spent on assignments, this app ensures confirmation of customer approval and gets your technician on their way.
Launch a webpage based completely on current tasks, such as customer called, job completed, etc. This dynamic app is configured to allow employees a quick and easy way to access websites as needed, both with ClickSchedule and Mobile Touch. It creates web links based on specific assignment details, allowing fast access to unique web pages.
When a field worker needs to perform a high risk task on their own, ensure they’re provided with the safety of a dispatcher on alert. ClickMobile users can use this app to notify dispatch that they will be engaging in a high risk activity for a specified amount of time.
Give your engineers the opportunity to quickly update their assignment status without having to open the assignment form. With just one click from the main user interface, their assignment status can easily be changed. This app also includes the ability for configuration to multiple buttons.
This enables the ability to display an icon on the technician’s list of assignments in ClickMobile Touch. If an Assignment requires special attention, then this accelerator will display the representative icon on the lower right corner of the assignment list. The list of special attention values is configurable as are the associated icons. It is even possible to use this accelerator for multiple purposes and display more than one icon, each, representing different meanings.
Keep your workers in the field safe, this alert app notifies your dispatch center that immediate assistance is required due to an emergency situation. Let’s your ClickMobile user stay updated on the app’s connectivity at all times, in case alternative methods of assistance provision need to be used. When the emergency message has been received by ClickSchedule:
Give your ClickMobile Classic and Touch users the ability to identify if they’re working off the latest versions of their local environment and ClickMobile client with this app. This very handy and always available app helps identify if a user’s:
Enables the creation of tooltips for ClickMobile Touch fields. The tooltips can provide helpful information about the format of a field or more information about what data should be entered into a specific field. Tooltips are activated when a user hovers the mouse over the label of the field and, in the case of touch screen devices, the user taps the field label.
Enables file attachment capabilities for users using Microsoft’s Internet Explorer 11. Attachments can be any of the standard electronic formats including: PDF, JPG, JPEG and IMG to name a few.
iOS PhoneGap with AirWatch Browser Support
Allows the capturing of signatures when adding an Attachment in ClickMobile Touch.