The following article provides a guide to using Lumary in conjunction with the Skedulo web and mobile applications. The screenshots provided are indicative and should be used for reference only.
Before following the steps in this guide, all prerequisite steps will need to have been taken, for example, an active client with a current service agreement will need to exist.
Once a job has been dispatched, as described in the previous sections, the resource (worker) will be notified via the method selected during dispatch. The worker will then need to accept the job before the work can be carried out.
The following forms will be available to the resource.
Note
Not all forms are normally deployed. Please contact your Customer Success Manager if you require forms that may be missing from your deployment.
For group events, the Skedulo mobile app provides a way to record which clients were in attendance and which clients did not attend.
The attendee form shows a list of all clients that were scheduled to attend.
Table 3. The attendees form elements and their descriptions.
Form Element |
Interface Icon or button |
Description |
---|---|---|
Search box |
- |
The search box at the top of the form will enable clients to be found using their name or address. |
Notes |
- |
The notes function enables a "Group Case Note" to be entered. Once saved, this will create a case note for each attendee. |
Client name and address |
- |
The name and address of the client. |
Phone |
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Only available if the client has a phone number entered on their record. It will launch the call feature on the mobile device. |
Text message |
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Only available if the client has a mobile number entered on their record. It will launch the texting feature on the mobile device. |
Client contacts |
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Tap on this to navigate to that client's "Client Contacts" form. See "Client Contacts" for more details. |
Alerts |
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This will be shown if the client has alerts on their record. Clicking on the alert icon will show its details in a pop-up. |
Service details |
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This will only be shown if the resource has access to this form (via "Hide Service Items" on their record). Tapping on this button will navigate to the "Service Line Items" form. See "Service Line Items" for more details. |
Case notes |
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This opens a pop-up where an individual case note can be entered for the client. |
Attendance |
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By default, all clients are marked as attended. If the "X" button is clicked, a new pop-up will appear where a cancellation reason and comment can be added. The cancellation reason will be shown once saved. |
Client photo |
- |
Clicking on the client's photo will navigate the user to the "Client Details" form See "Client Details" for more details. |
For a single event job, the "Service Line Item" form can be accessed via the section marked "Forms." For group events, via the "Service Details" button on the "Attendee" form.
To add or edit it, perform the following:
With the job open in the Skedulo mobile app, scroll down to the "Forms" section and tap on the "Service Line Item" button.
Tap "Add" and enter the details of a new line item, or tap "Edit" to modify an existing record.
Edit the details of the existing line item, or enter the details of the new line item.
Tap "Save" to ensure your updates are recorded.
Note
It is possible to add additional line items to a job or to edit existing items. Access can be restricted though. For more information, refer to the administration section.
The Client Contacts form will show all those who are related to the selected client. These are stored in the Lumary ‘Client Contacts’ list on the Client record.
The Client Contact form can either be accessed from the group event (by clicking on the Client Contacts icon), or on a single booking using the client contacts form.
The search bar enables you to search for a client's name. For each contact, the following information is available:
The client's name.
The attributes selected on the client contact record (an "Emergency Contact" will be highlighted red).
Phone button—Only available if the client has a phone number populated on their record. It will launch the call feature on the mobile device.
Text message button—Only available if the client has a mobile number populated on their record. It will launch the texting feature on the mobile device.
A client's details can be accessed from either the client detail form (on a single booking) or by clicking on the attendee’s photo on the attendee's form.
Once the client detail form is opened it will show:
The client's contact details.
Their alerts.
Any related Lumary data (custom forms).
The available Lumary client data will be determined by the Salesforce security for each related list. The full list of related data (custom forms) includes the following:
Other details—will show additional client fields that the resource can access. These can also be updated (depending upon the security profile of the resource).
Case notes.
Risks.
Medications.
Assessments.
-
Goal achievement plans.
The associated goal and outcomes for each plan can also be accessed.
Health conditions.
Personal identifiers.
Personal support plans—will show the Lumary records of the same name. The resource's security profile will determine if they can view, edit and add these.
When a list is clicked on it will show all the records for that object. Records can be searched using the search field at the top of the page. Clicking on the record will open its details. The fields being displayed are driven by the Salesforce page layout and security permissions that have been assigned to the user.
In addition, attachments can also be surfaced and added from each object’s Salesforce files. These will need to be configured by Skedulo on a case by case basis.
If the user has been granted permission to edit the object then the Edit button will be available on the record—when tapped, edits can be made. Once completed, save any changes by tapping on the Save button at the bottom of the page.

Lumary client data can be accessed from the client's details (example data used here).
If the user has been granted create access for a record, the Add button will be available from the record list. If there are multiple record types (and the user has access to these) they will need to select the type from the drop-down list (the record type determines the page layout assigned to the user). Once a new record has been entered, save any changes by tapping Save.
To navigate back to the client details page or attendee page, click on the Back arrow at the top-left of the page.
Note
Once the user navigates back from the attendees and they have edited an existing record or added a new record, they will be prompted to save their changes. Records will not be saved into Salesforce until this has been performed.
The "Log Billable Travel" form captures the distance traveled and time and is used to bill the client.
Using the Skedulo mobile app, open the job and go to the job's details. Listed under the "Forms" section, tap on the "Log Billable Travel" button. The form will display the following fields:
Estimated Travel Time to Job: Skedulo automatically calculates the estimated time to travel to the job using the underlying web mapping service (this cannot be updated).
Estimated Distance Traveled (KM) to Job: Skedulo automatically calculates the estimated distance to the job using the underlying web mapping service (this cannot be updated).
Additional Travel Time with Clients: Populate this is if travel time is done whilst on the job.
Actual Travel Time to Job: Update this if the estimated travel time is incorrect.
Actual Distance Traveled (KM) to Job: Update this if the estimated travel duration is incorrect.
Additional Travel Distance (KM) with Clients: Populate this is if travel time is done whilst on the job.
Note
The fields displayed on the form and what fields are mandatory can be managed via a setting. For more information, refer to the 16. Administration section.
If actual travel times and distances are not captured, then the estimated values will be used. Lumary manages the travel calculations on the "Service Delivered" records.
The Sleepover Disturbance form is used to capture awake times on a sleepover job or shift.
Note
This form is not deployed by default - please contact your Customer Success Manager if you wish to have this form deployed.
Using the Skedulo mobile app, open the job and go to the job's details.
Listed under the Forms section, tap on the Sleepover Disturbance button. The form will display any existing records that have been created as well as the ability to create a new record.

Landing page for sleepover disturbance on a job
When adding a new record, a start and end time will need to be captured and a Comment can also be captured. Existing records can also be edited and deleted.
Once the user navigates back from Sleepover Disturbance and they have edited an existing record or added a new record, they will be prompted to save their changes.
Records will not be saved into Salesforce until this has been performed. Upon saving, the sleepover disturbance records will be captured as an activity with type of Sleepover.

Adding a new sleepover disturbance.
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