📲 Getting Started with Mobile Scheduling
This guide will help you schedule a task directly from your mobile device using the Lever360 iRestore system. Whether you're in the field or at the office, you can assign technicians, set start and end times, and include job details with ease.
🎥 Video Walkthrough:
👇 Watch this video for a hands-on walkthrough of how to schedule a task from your mobile device
📋 What You’ll See in This Video
✅ Accessing the Job List
Navigate to the bottom of your mobile screen and tap on "Jobs." Choose "All Jobs" or "My Jobs."
✅ Selecting a Job
Open a job (e.g., Production Job) to access tasks and job details.
✅ Viewing and Choosing a Task
Tap on the "Tasks" tab. Select an existing task or create a new one.
✅ Opening the Schedule Panel
Within the task, tap on "Details" then tap "Schedule."
✅ Setting Start and End Times
Select the appropriate time range (e.g., 4:00 PM to 7:00 PM).
✅ Assigning Technicians
Under "Resources", choose from the employee list pulled from Company Settings.
✅ Confirming Job Details
Job name, type, company name, and location auto-fill from initial setup.
✅ Adding a Description & Reminder
Include short instructions (e.g., "Call homeowner when en route"). Optional: set a reminder.
✅ Saving the Task
Ensure all fields are complete. Tap "Save" to assign the task and notify the technician.
💡 Quick Tips
🗂 Make sure your company’s employee list is up to date — it powers your Resources list.
🔁 You can edit task details at any time from the mobile portal.
📍 Job location pulls automatically from the job’s original creation settings.
🔔 Use reminders to notify techs shortly before a task begins.
🔕 No reminders needed? Just select 'None' when scheduling.
📋 Frequently Asked Questions (FAQ)
Q: Can I schedule a task for more than one technician?
A: Yes. You can assign multiple technicians by selecting more than one resource.
Q: Will technicians see job location info?
A: Yes. Once assigned, they will see the full job address in their mobile view.
Q: What happens if I need to reschedule?
A: Simply open the task, tap Schedule, adjust the time, and save again.
Q: Can I assign tasks for future dates?
A: Absolutely. You can schedule tasks for any date and time ahead.
🆘 Support
💡 Need help? Reach out anytime:
📧 Support Email: [email protected]
📞 Help Desk: 561.337.2900
📚 More Guides: https://docs.lever360.com/en/