Scheduler

Navigation: There are a few ways to enter the Scheduler:

• From the Main Menu click the calendar icon at the top of the window.
• From Sales Entry click the Scheduler button.
• From within the Workorder click the Schedule button.
  

With the scheduler, you can schedule appointments, view the schedule by labor department or mechanic, and even create workorders from scheduled appointments. Before beginning to utilize the scheduler, you will want to refer to the Scheduler Setup section.

Changing View:

Switch between day, week and month view by selecting the radio boxes. View appointments by department or by Mechanic by using the Group By drop down box. Having None selected will show all appointments.

Scheduling a New Appointment:

Double-click on the day and time that you would like, or right-click a time and select New Appointment. Enter the details in the new appointment window. Press Ok to add the appointment to the scheduler.

Create Workorder from Appointment:

Once an appointment has been added to the scheduler you can create a workorder by right clicking on the appointment and selecting the Workorder option. The workorder will open for this customer and vehicle, and you can edit lines.

Deleting an Appointment:

Right click the appointment and press the Drop button.

Print Schedule:

Right click a day and press the Print Schedule button.