Print in color
Having problems printing OBS reports in color? When you are on the print preview screen make sure the color selector is color, than click More Settings and check the “background graphics” check box
Opportunities list
To turn on the Opportunities list visit settings than sync settings, check the box to enable. After enabling, Click the Opportunities icon on the right it will show a list of available customers. Select the one you need to schedule, choose your calendar and date. Save
Repair type import code
How to use repair type and calendar import codes Add a job description to the Job Number filed in your management system. OnBoard scheduler will use the fist character to automatically select the repair type or calendar. To setup go to settings in OnBoard Scheduler, then repair types or your calendar list. Select an import
Connected Shop Message History
Connected Shop message history Your user rights must have rights to the account tab. This Feature allows the user to view past conversation by date (Sent Time) and by Contact. This feature is printable and will have all of the two way messages including SMS and MMS. Click on account Click on reports Click on
Contact List
Contact List Your user rights must have rights to the account tab. This list is printable, and will include: Name, RO#. Vehicle, Email, Phone #, Labor Hours and Job Total. It is arranged alphabetically. Click on account Click on reports Click on contact list.
Manage and Update User Accounts
Managing and updating user accounts Your login account must have rights to the account tab to manage or update a user account. Click on + Locate the the Employee’s name that you would like to edit or update. A single click on the persons name will highlight the line. Check or UN Check
Sending SMS Reminders
Sending SMS reminders Note: You must have Connected Shop to use this feature. Set the appointment SMS reminder ahead of time and relax. The scheduler will remind your guest, sublet vendor or Stakeholder of an upcoming appointment or event. From the details screen of an event that has SMS reminder enabled, click the bell . If
OBS / Connected Shop SMS Reminders Setup
In order to send SMS reminders you must have Connected shop in conjunction with OBS. To set up SMS reminders, click setting, select the bell icon associated with that calendar, Check the box to enable reminders for the calendar selected. Click on . If you wish to add pertinate information for this calendar type in message
All Day Events
When creating an all day event, choose the calendar, select the date, check the box all day event select the number of days finish filling out details for the event and save and close.