1. The scheduling procedure involves using SmartSchedule Builder to create time slots, assign customers and installers by ZIP code, and group customers for same day or trip scheduling. Customers are then scheduled with selected contacts and start times. 2. Service requests require the street, city, state, and postal code to obtain a scheduling confirmation. Notes may also be included. 3. The scheduler allows installers to be located during created time slots and schedules selected customers by confirming the final appointment list along with distance details between jobs.