Basic Scheduler TourThe software's Scheduler is very tightly integrated into both the work order system and the work in progress manager. It is designed to allow you to schedule new work directly from a work order or work in progress and to show up as scheduled work on the day of the appointment.
In the Work in Progress manager, to view the schedule click on All Work Orders at the top of the hierarchy then click on the Schedule icon on the tool bar.
The Schedule window displays each day as a column, with the location work hours displayed horizontally for each day. Scheduled appointments contain the contact and vehicle information and a work order number if it was scheduled using New Work. They appear vertically and each job graphically displays its start time, duration, and promised time.
To view the notes on an appointment double click on it.
To attach a note to a particular day, click on the number at the top of the day's column. This number signifies the number of appointments scheduled for that day. It will open a note dialog and you can type in any notes particular to that day like a technician has that day off. The note will then display beside the number of appointments in the header.
To switch between week and day views, click on the View button.
To view a different date range either use the arrow buttons at left and right of the dates to move the dates displayed forward or back, or click Current Week/Date and set the Calendar Start Date.
In the Work in Progress manager, click the work order in question then click on the Schedule icon on the tool bar.
To set or change the start date displayed:
To set or change an appointment time:
To set or change a promised time:
Tip: You can also access the schedule for the work order by right clicking on the work order then choosing the schedule from the context menu.
To schedule new work, navigate through the New Work Wizard as you normally would to collect complaints, inspections required and requested services from the customer. On the final screen of the New Work Wizard click on the Schedule icon on the tool bar. Schedule the appointment using the instructions above under Navigating the Scheduler. When finished close the Scheduler and you will return to the New Work Wizard. Under the File menu choose Save As Future Work.
In the Work in Progress Manager, click on All Work Orders at the top of the hierarchy and then click Schedule.
Navigate the to the date and click on the time the appointment is to begin. Click the New Scheduled Visit button and set the appointment as follows:
Appointment - If necessary, click on the appointment date and use the calendar to set the appointment date and time. The time will default to 8:00 AM but may be changed accordingly.
Promised - Click on the promise date and use the calendar to set the promised date and time.
Existing - If you are scheduling an appointment for an existing customer, check this box and then click on search to find the vehicle to be scheduled. Right click on the vehicle and choose Schedule Visit.
Enter Name/Vehicle - If you are scheduling an appointment for a new customer, check this box and then manually enter the Name and Vehicle information in the subsequent lines.
Note - Enter in freehand notes regarding the appointment. (i.e. - lube, oil and filter, belt noisy, etc.)
Save - Saves the appointment to future work.
Tip: You can also access the new scheduled visit tool by clicking the drop down button on the schedule button. However, you will not be able to view the schedule before making the appointment.