Tips & Tricks

This section of knowledgebase contains useful functionality tips and tricks.

What are attributes and how do I use them?
Attributes are small text tags that you create and assign to clients and employees. An attribute assigned to a client and employee indicates that the employ...
Fri, 10 Jan, 2014 at 4:42 PM
How do I schedule best matching employee to a client based on assigned attributes?
When you assign an employee to a client's schedule, you open Employee Assign List from the Job Edit view. The Employee Assign list displays a list of e...
Fri, 10 Jan, 2014 at 4:43 PM
What are the different colors of schedules on the Schedule Board?
There are total of 5 possible colors for schedule cells on the Schedule Board: 1. White - normal schedule which has assigned employee that covers full ...
Fri, 10 Jan, 2014 at 4:43 PM
What are client charge rates and employee pay rates?
A charge rate for a client and a pay rate for employee can be assigned to a schedule in the Job Edit dialog. The lists with rates will only appear in the Jo...
Fri, 10 Jan, 2014 at 4:43 PM
How do I add users to my account?
You have a limited number of users that you can add to your account. The number of users depends on the subscription package that you purchased. To add a us...
Fri, 10 Jan, 2014 at 4:43 PM
What are user roles and difference between them?
When you add a new user to the system you assign a role to the user. The roles indicate what user is able and not able to do within the system. There are tw...
Fri, 10 Jan, 2014 at 4:43 PM
What are maximum weekly hours for Clients and Employees?
Maximum weekly hours feature is used to set a limit on the number of hours per week that client and/or employee can be scheduled. Each client and employee i...
Fri, 10 Jan, 2014 at 4:43 PM
How do I place client and employee addresses on the map?
TimeCurve Scheduler features an option to map client and employee addresses on the map so that you can easily determine the closest employee to the client. ...
Fri, 10 Jan, 2014 at 4:44 PM
How do I import my existing data into TimeCurve Scheduler?
There are two ways that existing data can be imported into TimeCurve Scheduler: 1. Import from QuickBooks software. Please refer to this knowledgebase ...
Fri, 10 Jan, 2014 at 4:44 PM
What are reminders and how do I use them?
Reminders is a feature that allows to set a reminder for either a client or employee. A reminder consist of a date and time and a short note description. Wh...
Fri, 10 Jan, 2014 at 4:44 PM