Search found 9 matches

by RobsImports
Thu Feb 11, 2016 11:36 am
Forum: Scheduler
Topic: Scheduler Feedback 2016
Replies: 111
Views: 42862

Re: Scheduler Feedback & Requests

Wondering why when "all day" is selected the appointment takes up such a small place at the top of the selected day? Visually that leaves the technician available for other appointments to fill in. Wouldn't it be better to have an "all day" event/appointment fill all the technicians time slots for t...
by RobsImports
Fri Jan 22, 2016 2:07 pm
Forum: Scheduler
Topic: Scheduler Feedback 2016
Replies: 111
Views: 42862

Re: Scheduler Feedback 2016

Are there plans of adding a space to enter email addresses during the appointment/Scheduler process? Most of our follow up and/or appointment reminders are triggered off of an email address. So the lack of that information showing and/or being edited during the appointment scheduling has been a conc...
by RobsImports
Tue Jan 19, 2016 3:30 pm
Forum: Scheduler
Topic: Scheduler Workflow
Replies: 33
Views: 16858

Re: Scheduler Workflow

This process works good as long as the customer doesn't call and change the appointment. If you change the appointment time it doesn't update on the WIP screen. What we would like to see: 1. Full integration of the schedule time on the WIP screen and Scheduler 2. Allow to start the appointment from...
by RobsImports
Fri Jan 15, 2016 6:34 am
Forum: Scheduler
Topic: Scheduler Feedback 2016
Replies: 111
Views: 42862

Re: Scheduler Feedback 2016

Wondering if there is a way to block off a time slot on the schedule for all of the technicians. Example; shop meeting from 12-12:30 that all technicians will be at. Currently it seems I have to create a bogus appointment separately for each technician to visually represent the time slot is full. I'...
by RobsImports
Wed Jan 13, 2016 12:10 pm
Forum: Scheduler
Topic: Scheduler Workflow
Replies: 33
Views: 16858

Scheduler Workflow

As we become more familiar with the quirks of the scheduler, we find it would be very useful to have the ability to visually see the difference between a waiter appointment, a vehicle here being worked on, and a vehicle that is scheduled to be dropped but not yet arrived. Also wondering how hard it ...
by RobsImports
Mon Dec 28, 2015 10:18 am
Forum: Scheduler
Topic: DEC 2015 FEEDBACK 1 (early)
Replies: 39
Views: 19345

Re: Scheduler FEEDBACK [Actual SE 7.0 User Posts Only]

Is there a place to search for an appointment? With limited information displayed on the scheduling view, it would be very convenient to enter the customers name and have a pop up that shows any currently scheduled appointments for that customer. Similar to how the Manager screen will show if the c...
by RobsImports
Mon Dec 28, 2015 7:38 am
Forum: Scheduler
Topic: DEC 2015 FEEDBACK 1 (early)
Replies: 39
Views: 19345

Re: Scheduler FEEDBACK [Actual SE 7.0 User Posts Only]

Is there a place to search for an appointment? With limited information displayed on the scheduling view, it would be very convenient to enter the customers name and have a pop up that shows any currently scheduled appointments for that customer. Similar to how the Manager screen will show if the cu...
by RobsImports
Mon Dec 28, 2015 6:21 am
Forum: Scheduler
Topic: DEC 2015 FEEDBACK 1 (early)
Replies: 39
Views: 19345

Re: Scheduler FEEDBACK [Actual SE 7.0 User Posts Only]

Since updating to the new scheduler the packaged canned jobs (example, oil change with pop up to select multiple oil options) will not show which selection has been made. There used to be an "x" that showed to let you know the selection your about to transfer. Also when using the scheduler and adjus...
by RobsImports
Wed Dec 23, 2015 7:25 am
Forum: Scheduler
Topic: DEC 2015 FEEDBACK 1 (early)
Replies: 39
Views: 19345

Re: Scheduler FEEDBACK [Actual SE 7.0 User Posts Only]

I've been using the scheduler for just over 1 week now and have found many things that do not work well with out current shop flow. 1) We have 4 techs showing on the scheduling screen plus an extra "unassigned" technician. This leaves limited room for information displayed on the scheduling screen u...

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