Rental
Rental Found in RO list tab If the user has clicked on the rental box in the details screen of an event, the list of vehicles in a rental can be viewed. If you wish to view only RO’s that have a rental vehicle associated click the car tab. This feature can also be
Schedule Tab
From this tab service writers can select a date range and view all calendars in an organized event list, print their work load, view vehicles in a rental, as well as flags, status, marked completed option etc… By clicking on the script ” Event list without service writers” you will see a list
RO List
By selecting the RO tab users can view a list of RO numbers in the scheduler. You can also locate an event or job that did not get an RO number assigned. in this view you will see all RO’s in one view and will have the ability to resort to the views present
Reset
To clear all filters click on re set from calendar view under service writers names. once reset you will need to click the round radio dial in the calendars section. F5 will refresh the Scheduler
Summit Users
To setup Summit data pump Must have static ip address with their internet service provider Must have port 3306 open to the server, may need to contact the “IT” company for the shop to do this. Or have username and password to the router and contact “OBS” support OBS may require up to 72 hours
Customize Calendar View #18
When you click the expand – compress icon in the calendar toolbar you will be able to customize the 2 views of the calendar. Compressed view. Usually a simpler view . Select the fields you would like to show on the calendar views for this mode. Select the Compressed View button to apply to the
Sorting Calendars #20
Each user can re align there calendars for ease of use. Simply left click and drag to desired alignment.
Flags #6
Flags are set up in settings. Flags can be used for virtually anything. Flags are very visible in the calendar and overview and in details. Flags can also be used in conjuction with alerts. (See Alerts) They can be used for different departments or tasks. a few examples might be: Parts here, Need parts,
Setting Up and Maintaining Calendars V#1
Jump to video on setting up calendars To set up a calendar cick on click on Click the days of the week your business is open, and enter the hours of operation. To create a new calendar: Click on . Enter the name of the calendar, select the default length for the apptointment, click on the