Welcome to your world without Post-It Notes or Whiteboards!

Use Allied Scheduler to manage your:

Clients

• Manage client contact information
• Maintain a service history for each client

Requests

• Manage unassigned, scheduled, requests pending payment and completed requests
• Insert comments for each request so everyone stays up to date on a client request
• Allow clients to place service requests on your website

Schedule

• View your Schedule by Day, Week or Month
• View your Schedule by Crew or by Service Type
• Click and drag scheduled appointments to new time slots or crews
• Schedule automatic email or text message delivery of the next day's schedule to your technicians
• Schedules indicate driving directions to each appointment

Maps

• Locate your unassigned and scheduled requests as pinpoints using Google Map
• Dispatch your Crews with the most efficient route
• Integrate the Vehicle Tracking option for better control and lower costs

Reminders

• Set up customized email reminders to manage your business without losing any sleep

Get started with Allied Scheduler by clicking the Sign Up button and entering your contact and payment information. Your account will be ready to access immediately!

If you would like to try a demo account before signing up, feel free to use the sample log in below:

Username: ContactUs@AlliedScheduler.com
Password: ContactUs

To place a service request for a client:

1)    Click the Clients tab

2)	Locate the client in your Allied Scheduler account
	a.	If the client is already in your database , locate the client by entering the client's name, address or email in the appropriate boxes and pressing “Search”
	b.	If the client is not yet in the database , add the client by selecting the “Add Client” button and entering the client contact information. Once added, you can then locate client in your database

3)	Once the client is located, click the “Add Request” link at top, fill in the service request information and select “Request” to create it

4)	If you already have a database of client information, email it to us in a .csv file format, and we will upload it into your account! Email it to

You have successfully created a client, located a client and placed a service request for that client!

The next step is to manage your requests…

Manage your service requests by changing their status over time to keep track of requests that:

• have not been scheduled (Unassigned Requests )
• have been scheduled (Scheduled Requests)
• have not been paid (Req Pending Payment )
• have been completed (Completed Requests )

To manage your service requests:

1)	Click the Requests tab

2)	Select from the left menu the category of requests to manage (Unassigned Requests, Scheduled Requests etc)

3)	Click on any of the listed Dispatch #s to manage the request
	a.	Within the request, you can change the Status of the request, enter the Work Performed and add Comments to the request in addition to other features

Request tab features that are helpful:

1)	Click on Unassigned Requests on the left menu
	a.	Click on the and a comment box will appear allowing you to enter comments such as “called client and left vm”
	b.	Click on the and you can view any comments entered for this client. The comment is identified by the user who entered it along with the time it was entered
	c.	Click on the empty checkbox under the “Left Message” column. The Unassigned Request will turn blue, indicating that a call has been placed to this client and a voice message left. With this feature, you will know which clients remain to be contacted
	d.	Click on the and you will be directed to the Schedule tab for this service type so that the request can be scheduled. Once scheduled, the request's status will be switched from “unassigned” to “scheduled” automatically

You have successfully managed your service requests including changing Status, Adding/Viewing Comments to each unassigned request and Downloading Today/Tomorrow's Schedule for each Crew!

The Schedule tab manages your Daily, Weekly or Monthly calendar displaying the scheduled service requests by Crew or by Service Type (see left menu items)

1)	To schedule an unassigned service request
	a.	Find the Crew along the top of the Schedule to which you would like to assign it, click on any white space in the calendar under that Crew and a pop up screen appears, listing all of the unassigned service requests that need to be scheduled for that Crew. If it is a Service Type that the Crew does not perform, the request will not be listed for that Crew. If the property is located outside of that Crew's Zip Code list, the request will not be listed for that Crew. (see Admin tab)
	b.	In the pop up screen that appears, click on the “Service Request” drop down menu and select the client service request that you would like to assign to the Crew. Select the appropriate time required for the job from the “Time Required” drop down menu and click “Assign”

2)	To view or edit a scheduled service request
	a.	Click on the particular request in the Schedule and a pop up screen appears with the client and request information
	b.	From this pop up screen:
		i.	Click “Detail” to view/edit the service request
		ii.	Click “Text Crew” to send a text message to the crew using your computer's email software
		iii.	Click “Create” to create a new service request for that client
		iv.	Click “Reminder” to set up a reminder for that client
		v.	Click “Track Crew” to view that Crew on the Map tab (available with Vehicle Tracking option only)
		vi.	Click the client address and view the property location on the Map tab
		vii.	Edit the request's Date, Time, Crew and Status using the appropriate drop down menus
	c.	Click and drag a service request from one time slot to another or from one crew to another by selecting the blue vertical bar located on the left of each scheduled request and dragging it
		i.	You can only “drop” the request into Crews that are enabled to perform the particular Service Type of that request or to service the zip code of that particular property (see Admin tab)

You have successfully scheduled a service request and can use the online system to view and edit requests!

Tired of dispatching your requests using Key Maps or Mapsco Maps? Or trying to determine the most efficient route between each appointment?

We integrated Google Maps technology into Allied Scheduler , so you can use the latest technology to quickly and efficiently dispatch your crews!

1)	To schedule the most efficient route for your unassigned requests, click on the Map tab
	a.	Click on Unassigned Requests on the left menu and select “View All” or by “Service Type” and a map will appear with pinpoints marking each unassigned service request
		i.	Red pinpoints show unassigned requests that have not been contacted
		ii.	Blue pinpoints show unassigned requests that have been checked “Left VM”
	b.	Click on the pinpoints to:
		i.	View a pop up screen displaying the client and service request information
		ii.	Assign the request to a Crew
		iii.	Click “Edit Request” to edit the service request
		iv.	Click “Reminder” to set up a reminder for that client
	c.	Use the Unassigned Requests screen to efficiently dispatch Crews by assigning requests to Crews based on geographic proximity
	d.	Crew “Starting Points” are indicated by the yellow “C” pinpoints

2)	To view your Scheduled Requests, click on the Map tab
	a.	Click on Scheduled Requests on the left menu and select View all, Crew or Service Type
	b.	Red pinpoints show scheduled service requests
	c.	Click pinpoints and from this pop up screen:
		i.	Click “Detail” to view/edit the service request
		ii.	Click “Text Crew” to send a text message to the crew using your computer's email software
		iii.	Click “Create” to create a new service request for that client
		iv.	Click “Reminder” to set up a reminder for that client
		v.	Click “Schedule” to view that Crew on the Schedule tab
		vi.	Edit the request's Date, Time, Crew and Status using the appropriate drop down menus

3)	To view your Scheduled Requests, click on the Map tab
	a.	View the current and past location of each Vehicle assigned to each Crew
	b.	View the speed of each Vehicle
	c.	View the time at location of each Vehicle
	d.	For more information about Vehicle Tracking, please email

Using the Maps tab, you now know how to view your unassigned and scheduled requests directly on Google Maps using Allied Scheduler ! The Maps feature will make dispatching your crews quicker and more efficient.

You run a busy operation, and your people are juggling clients, parts, and technicians. Why not use Allied Scheduler's Reminder tab to keep from dropping anything (especially a client)?

For each reminder, Allied Scheduler will email you and anyone else you designate with your customized reminder message on the day and time you indicate.

1)	To set up a reminder
	a.	Click the Reminders tab
	b.	Click “Add reminder”
	c.	Customize the reminder with email address, subject, message and date to send the email

Now you and your team won't forget…

So you just signed up and created your Account Manager username and password and want to get started? Great! You are only a few minutes away from moving your whiteboard / post-it note business into the new world.

To get started with your Allied Scheduler account

If you need any additional information about our website, please do not hesitate to contact us at

Thank you for allowing Allied Scheduler to serve your business!