video1.0<iframe src="https://www.loom.com/embed/d790640e634740ee96c0f25f0f12dcc6" frameborder="0" width="1916" height="1437" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14371916Loomhttps://www.loom.com14371916https://cdn.loom.com/sessions/thumbnails/d790640e634740ee96c0f25f0f12dcc6-7be27481f9805f75.gif399.5889In this video, I reviewed the scheduling feature in Aliquot, guiding you through how to navigate the Customers tab to create and manage schedules. I demonstrated setting up a monthly service report schedule, including selecting report types and managers, as well as determining the schedule's frequency and duration. I emphasized the importance of visibility based on user roles, and I walked through the steps to save and confirm the schedule. Please take a moment to familiarize yourself with this feature, as it will help streamline our reporting process. If you have any questions or need assistance, feel free to reach out.