To add repair types, click on setting then repair types. Add a repair type , select color, text color and save under action. To view the repair type from the Calendar tab, Schedule tab and RO tab select the check box for repair type in the customize calendar view tab. Popular repair types are Express,
To add status, click on the setting tab, then status tab. Add new status, select color, and save using the action tab. Note… Numbering your status is very helpful as otherwise it will be displayed alphabetically. Status can be used in many ways, Examples of status may be, Scheduled in, Body, Paint, hold, Insurance hold
If syncing with your management system the Sources will be imported during the sync process
Technicians are added in the settings tab. Click on Technicians, add new technician name, select type color, text color and save. Technicians will be added to the calendar you are creating from the detail screen of the event. They can be viewed in the calendar view by selecting check box in the customize view tab.
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
The search + Advanced function allows the user to search by RO #, Customer Name, Service Writer, Date, Completed, Not Completed, Insurance Company, Flags, Deleted Events Calendar, or any of the above collectively or uniquely. The user can sort by clicking the category they wish to rearrange by. In the below example
The copy to new event allows the user to attach a particular job to multiple calendars. The multiple calendars are linked together by the RO #. This will create a timeline for the vehicle based on the calendars that have been linked. The user simply clicks on an existing event in the scheduler, clicks