The mobile section of admin settings allows admins to customize their mobile apps to suit their organization.
Tip
Access to the admin settings is provided via the user profile button (at the top-right of the console).
In the workflow action labels section the following settings can be configured:
Customize the workflow action labels displayed in the mobile app.
This feature gives the admin the ability to change the default labels of the action buttons on the Skedulo mobile app. There is a list of default labels displayed in the left-hand column. On the right are the editable fields where customized labels are entered, (i.e., any label entered on the right will replace the corresponding one on the left).
The following list contains the labels that are currently available to be changed:
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Accept Job.
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Decline Job.
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Start Travel.
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Check In.
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In Progress.
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Complete.
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Cancel Job.
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Follow-Up.
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Manage Times.
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Completion Note.
Mobile Settings
Allow resources to create their own activities.
This setting allows resources to create activities using their Skedulo mobile app. Also, see The Skedulo Mobile App: Activities.
The default value is ON.
Allow resources to delete their own activities.
This setting allows resources to delete activities using their Skedulo mobile app. Also, see The Skedulo Mobile App: Activities.
Note: This setting requires "Allow resources to create their own activities" to be ON before it can be enabled.
The default value is OFF.
In the mobile settings section the following settings can be configured:
Allow resources to create their own availabilities.
Once enabled, availability requests can be made using the Skedulo mobile app. Requests can then be reviewed and approved (or rejected) via the availability console. Also, see The Skedulo Mobile App: Unavailability and Availability.
The default value is OFF.
Allow resources to create their own unavailabilities.
Once enabled, unavailability requests can be made using the Skedulo mobile app. Requests can then be reviewed and approved (or rejected) via the availability console. Also, see The Skedulo Mobile App: Unavailability and Availability.
The default value is ON.
Jobs
Set job period visible in the calendar view.
This setting allows admins to set the number of days activities and job allocations are displayed in the calendar of the mobile app. The values are independent but must be a numerical value between 1 and 90. Also, see The Skedulo Mobile App: Calendar Views.
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Days in the past.
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Days in the future.
The default value is 90.
Offers
Customize job offer content
You can select what information you want to display on job offer cards in the Offers screen.
Click the drop-down menus on Line 3 and Line 4 to select which Job fields you want to display, including any custom fields.
Enable proximity notifications.
When enabled, resources receive notifications to update their status in relation to their current job and location, e.g., when a resource arrives at the job location, they are notified to update their status to "On Site" or "In Progress".
The default value is OFF.
Restrict users from downloading attachments or images from Skedulo to their devices.
When enabled, users are restricted from saving any images or attachments from Skedulo to their devices.
The default value is OFF.
Save new attachments as Salesforce files.
This setting allows admins to decide whether attachments will be saved to Salesforce as "attachments" or "files."
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When "Save new attachments as Salesforce Files" is not selected (the default), files uploaded from the mobile app are stored as attachments in Salesforce.
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When "Save new attachments as Salesforce Files" is selected, files uploaded from the mobile app are stored as files in Salesforce.
The default value is OFF.
Salesforce™ Mapping
These settings are associated with Salesforce page mapping. Once populated, labels defined under "Menu link" will appear in the Skedulo mobile app, in the main menu, e.g. "Visualforce One." Labels defined under the "Job Details button" will appear in job details in the Skedulo app. Also, see The Skedulo Mobile App: Custom Forms.
Note
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This tab is only visible when logged into Salesforce CRM.
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The fields are not set by default.
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Each input field has a character count limit of 35.
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