Step 11: 🗓️ Scheduling

The Installation Calendar in e-manage|ONE allows you to efficiently schedule installations, assign internal or subcontractor resources, and generate Work Orders and Delivery Tickets for your booked projects.

📆 Step 1: Open the Installation Calendar

Navigate to:
View → Installation Calendar

🔍 Step 2: Locate Your Order

Once the calendar is open, you'll see the Month View of the calendar. At the bottom, under Booked Orders Needing Scheduling, you’ll find the order you recently processed in Order Entry.

📅 Step 3: Schedule the Order

Drag and drop the order from the list onto your desired date on the calendar.
Fill out all required fields (marked with an asterisk *).
Enter any General Instructions as needed.

💡 Work order notes should ideally be entered beforehand via
Actions → Add a Note / Alert → "Work Order" Note Type from the project window.

If you don’t see your order listed (see here for troubleshooting tips):

It may have already been scheduled
Or it was not marked as Requires Installation during Order Entry
Or it was cancelled

You can right click on a day and select “Schedule New Implementation Item” to select a Project if you need to immediately schedule a Job that you are not seeing in the “to be scheduled” area.

👷 Step 4: Assign Internal Resources

After saving the General Info tab, you’ll be automatically directed to the Internal Resources tab.

Select the crew members
Click the “>” button to assign them to the job

🕒 Step 5: Configure Installer Details (If Applicable)

If your system is set up for payroll processing, the Installer Details window will appear.

Here you can:

Set pay schedules
Log travel time
Adjust start/end times

🛠️ If this window appears but your team does not process payroll from the calendar, contact Support to confirm your admin settings.

🧱 Step 6: Add Subcontractors (If Needed)

Once internal resources are assigned, proceed to the Subcontractors tab to add any external labor.

📦 Step 7: Add Product to the Work Order

Navigate to the Items to Install tab:

Use the dropdown to choose the relevant Acknowledgement
- Or toggle the button to Show POs if the product has not yet been acknowledged
Click Add to move items to the top grid for inclusion in the Work Order

🖨️ Step 8: Print Work Orders

To print a single Work Order / Delivery Ticket:

Select the job on the calendar
Click Print Work Orders
To batch print:
- Use CTRL to select multiple jobs
- Or select the entire day from the calendar
- Then click Print Work Orders

🧾 Step 9: Work Order Print Preview

This is your Installation Package / Delivery Ticket preview. It displays:

Scheduled instructions
Installer assignments
Product list

From this screen, you can print or email the document using the top toolbar icons.

Want to know more about how your internal installers or subcontractor partners can view a digital delivery ticket plus capture digital signatures and upload Punch Lists? Check out our Mobile Apps!

✅ Once the work is complete and returned as "Work Order Complete", don’t forget to mark the Implementation as Complete in the calendar:

Highlight the day on the calendar
Go to the "Scheduled Items for Selected Days" tab
Mark the job(s) as Complete

This ensures the project flows properly to the Installed Not Yet Invoiced report under the Today panel.