First Time Setup

Follow the instructions below to complete the first time setup in ScheduleAssist. Once you complete the first time setup, you can edit or update this information at any time in the ScheduleAssist Settings.

Want to learn more about ScheduleAssist? Click here for an overview. Or, check out our FAQ for answers to some of the most common questions we hear about ScheduleAssist.

1. From TOTAL's Appraisal Desktop, click the ScheduleAssist tab to go to the ScheduleAssist PowerView, click your username on the upper right, and select User Set-Up.

   

2. When ScheduleAssist appears, review the information on the first screen and choose a role to specify how you plan to use ScheduleAssist. Then, click Get Started.

   

   If you chose the I schedule appointments for others option, no further setup is necessary and you're ready to schedule your first appointment. Click here for instructions on how to schedule an appointment.

3. Enter your mobile number, name, company name, and the address you want to use as your starting point when determining the best route and driving times. This information is only used within ScheduleAssist and can be different than your user profile and office settings in TOTAL. When you're finished, click Next.

   

   The name and company name entered here are used in messages to your contact, and the mobile number you enter is where automated notifications from ScheduleAssist are sent.

   The address information you enter is only used to calculate best routes and driving times, and isn't provided to the contact.

4. Choose the amount of time needed for an appointment, max travel time, and maximum number of appointments to optimize each week:

   

   Time needed for appointment and driving comps

   This is the default full block of time that will be used for each appointment.

   Max travel time from one appointment to the next

   ScheduleAssist will not schedule appointments adjacent to each other if the travel time exceeds this amount.

   Max appointments per week for automatic scheduling

   Even if you have openings, ScheduleAssist will not book more than a defined amount per week.

5. Choose your Standard Appointment Hours:

   

   1. Select the Start time and End time for the window in which you want to schedule appointments.
   2. Toggle the switch to the right of a day to off (  ) to completely disable a specific day of the week.
   3. Select your time zone from the drop‑down menu.
   4. When you're finished, click Next.
6. Authorize calendar access:
   • If you want to allow other ScheduleAssist users on your account to schedule appointments on your behalf, toggle the switch below the Sign in buttons to on (  ).

     

     When enabled, your appointments are visible to other ScheduleAssist users on your account. Those users can manage your ScheduleAssist appointments and the placement on your authorized calendar. They're able to see your "busy" times on your calendar, but not the details — such as description or location.

   • Click a Sign in button to open the authorization in a new window in your default browser.

     

     If you have two‑factor authentication enabled, the provider prompts you to confirm. Follow their instructions to complete authentication.

   • Choose the account you want to authorize.

     

   • You must check the box next to each permission and allow each one. When you're finished, click Continue.

     

7. Choose which calendar you want to use and click Next.

   

   The calendar you choose here is the only one ScheduleAssist interacts with. Other than creating, editing, and canceling inspection appointments, ScheduleAssist only views the dates and times you have blocked off your calendar as "busy". ScheduleAssist doesn't record, store, or use any other information.

8. The last step of the wizard confirms that the setup is complete. Close the wizard to return to the ScheduleAssist PowerView.