Schedule Work

The last panel of the New Work Wizard is where you schedule the work. This could be for a future date using the Scheduler or it could be put directly into Work in Progress. It is also the point at which you may print an authorization for the customer and/or technician instructions and inspections.

To Schedule Future Work.

To Print Working Documents.

To Save to Work In Progress.

To Post the Work Order as an Invoice.

To Assign a Service Advisor.

To Assign a Technician.

To Delete the Work Order.

Tip: Moving the mouse over the contact or vehicle information will display hyperlinks. Clicking on these hyperlinks will open the contact and vehicle cards respectively.

The schedule icon will appear at the top right of each pane of the new work wizard if quick schedule notes are present. Clicking the icon will provide the notes collected when the quick schedule was entered.

Contact - This icon will appear when there is a note present on the contact card. To quickly access the notes click on the icon.

Vehicle - This icon will appear when there is a note present on the vehicle card. To quickly access the notes click on the icon.

Schedule Work Tour