Depending on the type of integration you have and services you are using, your specific usage of this Dashboard may vary. 

The Schedule Engine Dashboard is a free tool provided to you to manage everything Schedule Engine. Some of the most notable features, but not limited to:

• View and manage the Jobs being booked from your Schedule Engine Services (Scheduler, Live Chat, Live Voice)
  • If you are using a 2 way integration, these jobs will be inserting into your Field Management Software
  • Depending on your integration, you may not need to visit this section often

• View Call and Chat Summaries (if applicable)
  • These will show in a list view and can also be downloaded into a CSV format
  • Each record will included a brief summary of the interaction 
  • We use this list of Resolutions and Inquiries when we send our recap emails

  
  

• Analytics - Who / When / How are my customers booking jobs?
  • Get a snap shot of how many bookings you receive per day, per job type and more!
  • If the button for this feature is not present on your dashboard, please reach out to support
    • In the meantime you can visit:
    • https://provider.scheduleengine.net/analytics/appointments
  • Visit Analytics & Reporting or Schedule a meeting with your CSM for more details!

  
  

• Manage the availability Schedule Engine offers your customers
  • Ability to add and toggle
    • Availability Buffers
    • Blocked Dates
    • Availability Window

  
  

• Manage Escalation settings -ONLY FOR LIVE VOICE CUSTOMERS USING ESCALATIONS
  • Adding users to the dashboard 
    • Who will be able to access your Schedule Engine Dashboard
    • Who will receive notifications 
    • Who will be able to interact with SE Leads and Jobs 
    • https://support.scheduleengine.com/support/solutions/articles/72000539254-adding-users-contacts-to-the-schedule-engine-dashboard
  • Manage Zones 
    • Which zip codes are we able to service for escalations?
    • Multiple Zones can be created to haver separate services depending on the customers area 
  • Manage On-Call / Escalation Schedules
    • Which technician is responsible for each day / time block
    • Which services are offered 
  • Manage Plans - what happens when an escalation occurs
    • Who do we contact?
    • How do we contact them?
    • How often do we contact them?
    • What method of escalation are we using? (notify, notify + book, notify + book + assign)
  
  For More information visit:
  
  

  Zones & Schedules: https://support.scheduleengine.com/support/solutions/articles/72000560880-managing-services-zones-schedules

  
  

  Plans:

  https://support.scheduleengine.com/support/solutions/articles/72000560881-managing-plans

2 Way integrations - Important to note:

• Since we are inserting jobs directly into Field Management Software, you will not need to action jobs in the dashboard, but it's still recommend to check it daily 

• There are certain issues that can cause certain or all jobs to not sync from SE to your software

• Most account edits outside of the items list above, will still require a support ticket

How to get to the dashboard:

https://provider.scheduleengine.net/