RBA HR Management
Select a staff member
Import HR data
Validate employee and time-off CSV exports before explicitly importing reviewed rows into the HR roster.
Preview results
Only row locations and issue categories are shown. Employee values remain hidden.
| Source | CSV row | Lane | Result | Issue | Fields | Explanation |
|---|
Upload Schedule Report
Upload the latest Andersen export to start a new 14-day sync run.
RForce request
RForce Calendar Audit
Calendar diff
My Schedule
Review assigned jobs for the next 14 days.
Kanban
90-Day Schedule
Review the latest 90-day schedule, filter rows, and send updates to selected contacts.
Install Offers
Load install-needed rows, pick contacts, and send date options.
Service Date Offerings
RForce Scheduling
Verify a Work Order, adjust allowed scheduling fields, and queue the RForce appointment.
Scheduling Queue
Loading queue status...
| Status | Work Order | Resource | Schedule | Operator | Updated |
|---|
No RForce scheduling jobs match this view.
Rows 0-0 of 0
Calendar Management
Preview report rows, reconcile calendar events, and run targeted batch updates.
Import Report
Upload a schedule CSV, preview the work orders, then apply only the selected rows.
| Work Order | Sold Order | Customer | Installer | Type | Scheduled Date | Arrival Window | City |
|---|
Browse Calendar
Load the day schedule, inspect calendar events, and select rows for batch actions.
| Work Order | Customer | Installer | Start | End | City | Type | Actions |
|---|
Batch Actions
Select calendar rows to enable batch updates.
Event Editor
Load one work order to inspect, create, update, or delete its calendar event.
Details payload
Select an event row or load by work order to view details.
Native Diagnostics
Review read-only parity evidence for the TaskBook native calendar collections.
Cutover Readiness
Not runCutover Evidence
Not runNative Conflict Audit
Not runLatest Report Comparison
Not runGoogle Read-only Comparison
Not runEscalated Comms
Track RForce escalation messages and monitor response follow-up from TaskBook.
Saved RForce credentials are no longer valid. Queue review is still available; reconnect before using live RForce actions.
Create draft
Search RForce, compose the escalation text, and save a TaskBook draft. Posting to RForce requires review and explicit confirmation.
Queue
No escalation records loaded.
| Record | Category | Response | RForce | Due | Action |
|---|
No escalations found.
User Access Management
Find people by name, email, or role, then manage their TaskBook and Fieldwork access.
Users
Select a user
Choose a user to review role, installer assignment, permissions, and impersonation access.
Role permission defaults
Choose the permissions automatically suggested when an Admin assigns a TaskBook role. Existing users keep their saved permissions.
Employment role templates
HR assigns real-world jobs here. TaskBook access roles and permissions remain separate.
Employment roles describe each person's real-world job. TaskBook access is managed separately in User Access Management.
Role templates
Define reusable Fieldwork scope masks here. Changes apply to every assigned user.
Employment role template
Communication Analytics
Filter communication activity by date, user, and channel.
Advanced recipient filter
SMS Sent
0
Email Sent
0
Calls Sent
0
Total Sent
0
Sender Summary Preview
Use By Sender for the full grouped table.
By Sender
| Sender | SMS | Calls | Total |
|---|
Recent Sends
| Sent At | Sender | Channel | Recipient | Type | Status | Work Order |
|---|