Learn how to use the Scheduler to set service appointments. To complete this task you will need access to the Service Department App. User permissions to create, view, and edit appointments are also required.
Browse to the Scheduler
Make sure Service Department is selected from the Apps menu and click the Scheduler tab.
If you do not see Scheduler in the tab bar, click the All Tabs + and find Scheduler in the list of available tabs. To add the Scheduler tab, learn how to Customize the Tab Bar.
Arrange the Calendar
Then continue by selecting the location, choosing the advisors and technicians to display in the Scheduler, and setting the date and desired view.
Double click open time slots inside the scheduler to set appointments. Each advisor/technician selected will display in a separate column.
Create Service Appointment
Double clicking in a time slot will prompt the event scheduler as displayed below.
From here, the user can add or select a customer, add or select a service vehicle, set the date and time of the appointment, enter the odometer and choose the advisor/tech. If a customer has multiple vehicles, you will be able to select one of the existing vehicles related to the customer.
Two buttons allow the user to view recommended service and service history when a vehicle is selected. Color-coded service types provide a quick visual on the Scheduler.
Op Codes can be added to the service appointment along with customer concerns, payment method, and estimates.
Click Save when finished.
|The service event screen explained.||Example of scheduled service event.|
The service appointment will display the customer name, phone and included op code with description.
The displayed color block gives a quick visual of the appointment type. The service appointment number along with customer name and phone number will display on the scheduler for quick reference.
Double click in the color block to edit the scheduled appointment.