Agenda Initial Setup Technician Setup Setting up Views Navigating the scheduler Working with tickets Forwarding the Board Inquiries/Reports Special Slots Email/SMS – Advanced Setup Scheduler Map/Routing
Technician Setup
Filter Active/Inactive Technicians
Upload Photos Assign Background
Color Cell phone for SMS Email Address GPS Id to show
vehicle on map Message will display
on scheduler
Setting up Views
Add new View – Choose Grouping/Filters/Options– If this is intended to be default view
then select Is Default View and this will be default view when opening scheduler
Setting up Views - Filters Filters can be made
on – Technicians– Categories,Priorities– Statuses,Occupations– Territories,Customers– Sales Categories
If left empty then will include all choices
Setting up Views - Options
Refresh Appointments
Zoom Define Business
Hours– Show Business
Hours or all hours Tick Lengths–Minor (Smaller)–Major (Larger)
Setting up Views – Options (cont)
Orientation– Horizontal/Vertical
Default View– Day/Week/Month or
Timeline Day View Days Forward Week View Days Forward Show Work Week and/or
Weekends Theme – Office Black is
the quickest
Navigating the Scheduler
Dates– Calendar, Day , Week, Month, Timeline– Next/Today/Previous
Unassigned Tickets View– Totals– Filter by current View– Drag to technician
Navigating the Scheduler
Copying/Moving Tickets around– Dragging with Mouse to Copy
or Move– Cut or Copy and Paste to
different View Grouping – Technician or
Category on the fly Change View Refresh Appointments Set Status/Priority
Navigating the Scheduler – Tech Box
Active W/O’s and Hours for this view will display Click on Send email to send an email to the
technician Click on SMS to send an SMS Right-Click on appointment to send a system
defined ‘WO Assigned’ message to the technician
Working with Tickets - Editing
Priority/Status Occupation/
Estimated Hours Technician Dispatch
Comments W/O Inquiry Multiple
Appointments
Working with Tickets – Multiple Appointments
Change Multiple appointments by selecting rows and apply status, technician and/or occupation changes
Remove/Edit appointment functions on the right
Working with Tickets - Creating
Unassigned – Default technician as empty Assigned – Default technician and start time as clicked
Forwarding the board
Setup auto roll forward by enabling service – top section (always from previous day to today)
Manually roll forward the board – bottom section
Inquiries
Finding a Ticket– Hit F2 - use Filter button to search within the column– Drag columns above to summarize information– Double –Click to select
• If unassigned will pop open Unassigned View• If on the current view will pop the Ticket View• Otherwise will pop open Appointments View
Reports
Reports Available– Appointments Activity Log– Appointment Status History– Work Orders
Can send to Excel, Word, PDF with optional formatting Ability to filter and summarize column same as F2
search
Special Slots
Working Time Slots(Blue)–Will allow
appointments to be created (eg Notes)
Non- Working(Green)– Use for vacation,
sick days etc.
Email/SMS – Advanced Setup
Assigned Work Order message can be modified Click on Mailings Insert Merged Field to choose from list of
available fields
Scheduler Map - GPS
Click on bottom area to open, drag to enlarge Shows– Tickets on Current View (including unassigned)– Technicians with valid GPS Ids assigned
Can view Road, Arial or Bird’s Eye View Hover over pins or vehicles will show details
Scheduler Map - Routing
Click on pin on technician and map will center by their vehicle
Click on work order and if address is valid then map will center by the work order