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Usked Features

8 Sub Categories | 53 Docs

How to Connect (2) Usked Partners

Last Updated: December 10, 2025

What is Usked Partners? Supporting Features Associated with Usked Partners: Cancel Slots/Assignments Bulk Actions Assigning Default Service Provider/Vendor Sorting of...

How To Create a Non-Usked Partner

Last Updated: December 10, 2025

Normally, Usked Partners enables the connection of inbound and outbound request sharing between two separate Usked websites. However, we recognize...

Enforce HIPAA Setting

Last Updated: December 10, 2025

To help you adhere to HIPAA laws and further safeguard client information, you can enable the Enforce HIPAA setting at...

Limiting Staff to Specific Group(s)

Last Updated: December 10, 2025

Have staff that only schedules for a particular group(s)? This may be the feature for you! What does this feature...

Usked Security Documents

Last Updated: December 10, 2025

Please follow these links for: Usked Security Information PDF Liquid Web SOC Information

Two Factor Authentication (2FA)

Last Updated: December 10, 2025

What is two factor authentication (2FA)?  2FA is an extra security measure imposed when signing into your account that will...

7 Day Scheduling View

Last Updated: December 10, 2025

Want a glimpse of your week in one place? You are in the right place! This article will walk you...

35 Day Scheduling View

Last Updated: December 10, 2025

Want to see a summary of what a 35 day time period holds? This article will walk you through the...

All About Blasts

Last Updated: December 10, 2025

Have you ever wanted to let all your available or preferred service providers know about an assignment but weren’t sure...

All About Offers

Last Updated: December 10, 2025

Do you ever want to send an assignment or block to a specific or select few service provider(s) and be...

Blasts vs Offers

Last Updated: December 10, 2025

Blasts and Offers are the two ways to communicate new or future service requests with your service provider team to...

Confirming Requests

Last Updated: December 10, 2025

Did you know it’s equally as important to confirm a service request as it is to create one? Let’s walk...

Recurring Requests

Last Updated: December 10, 2025

Recurring Service Requests are a quick and easy way to set up several requests at once that are all connected...

Service Request Cart

Last Updated: December 10, 2025

Let’s go shopping! In this article, we will talk about our Service Request Cart feature. The cart can hold one...

Returning to On-site Work

Last Updated: December 10, 2025

The sun is shining, the birds are singing, and service providers on location is making a come back. Read more...

Change Log Report

Last Updated: December 10, 2025

The Change Log report, which Amazon service providers can find under Assignments, shows all the changes to the Usked database...

Zoom Integration Guide for Licensees

Last Updated: December 10, 2025

Find out how to setup this integration, how to convert a request to a Zoom meeting, and more. Setting Up...

Zoom Integration Guide for Service Providers and Clients

Last Updated: December 10, 2025

How do I know which assignments are Zoom meetings?  From the scheduling views, you’ll see a Zoom icon on the...

Duplicate Request Verification Step

Last Updated: December 10, 2025

Background Many organizations face challenges with duplicate job requests, often involving identical timeframes and clients. These duplicates may be submitted...

Standardized Cancellation Reasons

Last Updated: December 10, 2025

Background Previously, Usked licensees did not have a structured way to track why a job was cancelled, aside from reviewing...

Control What is Revealed: Service Request Details Email Templates

Last Updated: December 10, 2025

Within email templates, there are ways to control what information is revealed when an user clicks on the view service...

Default Service Request Tags vs. Autoassign Service Request Tags

Last Updated: December 10, 2025

For Groups, on the “Default Settings” tab, there exist two different fields: Default Service Request Tags, and Autoassign Service Request...

All About Alerts

Last Updated: December 10, 2025

When something important is missing or looks like it may be a problem, Usked will send out a notification. This...

All About Feedback

Last Updated: December 10, 2025

Want to collect feedback from your service providers, clients, and/or requesters about requests? Look no further than the Usked Feedback...

All About Paperwork

Last Updated: December 10, 2025

Drowning in piles of paperwork? Looking to get rid of a filing cabinet or two or (if things are really...

All About System Settings

Last Updated: December 10, 2025

System Settings operate as the control room of your Usked site, housing settings that apply globally to your entire site....

All About Tags

Last Updated: December 10, 2025

Tagging is everywhere. Hashtags on social media have revolutionized the way people search, organize and consume information. So, why not...

Customer Agreements

Last Updated: December 10, 2025

Want to require customers to electronically sign an agreement prior to being able to submit requests? Need a way to...

File Attachments

Last Updated: December 10, 2025

Read more about how to upload files to a request, including what file size and types are allowed. Who can...

Group Hierarchy

Last Updated: December 10, 2025

In this article, we will talk about parent and child groups and what that structure means in Ūsked. Let’s dive...

Guide to Dashboards

Last Updated: December 10, 2025

In this article, we are going to show you all the parts that make up a dashboard and then build...

Quotes

Last Updated: December 10, 2025

Let’s talk quotes! In this article, we are going to talk about how to create quotes for requested services without...

Reference ID numbers

Last Updated: December 10, 2025

Need customer-provided reference numbers, such as a MRN (medical record number) or client id, to be included for customer billing?...

Request Reminder Feature

Last Updated: December 10, 2025

The purpose of this feature is to send out request reminders to requesters, clients, or point of contacts.  This feature...

Staff Service Providers

Last Updated: December 10, 2025

Wondering when to make a staff profile for your service provider? What about a service provider profile for your existing...

Users, Staff, Groups, Group Members and Service Providers

Last Updated: December 10, 2025

In this article, we are going to talk about all of the different people involved in your Ūsked site. Someone...

All About Email Templates

Last Updated: December 10, 2025

In this article, we are going to talk about what email templates are, where they are stored, and how you...

Automatic Emails

Last Updated: December 10, 2025

Let’s talk about the magic that is email automation in Usked! GLOBAL AUTOMATIC EMAILS Did you say magic? Tell me...

Broadcast Messages

Last Updated: December 10, 2025

Have you ever wanted to announce something to your entire network within minutes? Now you can! Let’s talk about our...

Email Composer

Last Updated: December 10, 2025

How do I send an email out from a job? Do I get to decide what template I choose? All...

Email Template Tags

Last Updated: December 10, 2025

Want to personalize your emails to include info like first name, job #, etc? Read more to find out how....

Provided Email Templates

Last Updated: December 10, 2025

In this article, we are going to walk through the purpose of each of the email templates you are given...

All About Pay Periods

Last Updated: December 10, 2025

What are pay periods in Usked? How do I set them up? Read more to find out answers to the...

All About Staff Roles

Last Updated: December 10, 2025

In this article, we are going to learn about staff roles and how they play a huge part in Usked!...

Billable vs Nonbillable Cancelations

Last Updated: December 10, 2025

In this article, we are going to go through the steps of setting up and tracking billable vs. not billable...

Blocks

Last Updated: December 10, 2025

Whether you are eating some cheese or working with billable objects, blocks are a great tool to use if you...

Blocks, Contract Days, and Staff Days

Last Updated: December 10, 2025

What on Earth is the difference between a block, a contract day, and a staff day? We’ve got the scoop...

Contract Days

Last Updated: December 10, 2025

Get your tool belt ready because today is a Contract Day! Let’s go build a house or set up billable...

Staff Days

Last Updated: December 10, 2025

It’s time to put on your dancing shoes because this is a staff day! It’s got good times, possibly pizza,...

How Does Payroll Work?

Last Updated: December 10, 2025

This is a high-level look at how the payroll works in Usked. There are 6 steps, as shown below. Let’s...

Payroll Reports

Last Updated: December 10, 2025

In this article, we are going to talk about how to set up and navigate Usked’s Payroll Reports! What is...

Time-Based Bill and Pay Differentials

Last Updated: December 10, 2025

Within each Usked site, the system settings allow for the entry of the business hours of your organization, such as...

January 2021 Updates!

Last Updated: December 10, 2025

Happy New Year! We are so happy to have you with us using Usked, and thought a wonderful way to...

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