My spell checker is ignoring misspelled words in upper case. Is this a setting I can change? I can't find it...

Has anyone figured out how to easily schedule multiple technicians through the scheduler? We have one tech that does all of our MPIs and we typically schedule him for the first part of any appointment and then overlap him with an assigned technician that will be doing the rest of the work. Currentl...

TIP: If you go into the scheduler options, you can set how many days you want the scheduler to go back. We have ours set for 5 days.

ARS wrote:is this something we can do different to correct or is this a fix with an update?

After you add work, it may stretch across multiple days depending on how much work you add.

For now, the work around is to open the appointment and change the date/time to make it stay on a single day.

I don't get a chance to follow the forums as much as I'd like, but this is an issue with us as well. We typically use a single labor item for multiple issues and sum all of the labor together. With that being the case, when we convert our scheduled appointments into an order, we have to copy the de...

With 10-15 shops in a 5 mile radius cant afford to tell customers no info. no appt. In a perfect world that could work. I understand 100% what you are saying. However, the customers that I make a lazy appointment with are normally the ones that do not show up. They do not feel committed. I am assum...

We do not bother making appointments or estimates unless we have full name, phone number, car information, customers concern. I'd prefer to get this info when the appointment is made to make the check in process quicker. Otherwise you have to do it while the customer and possibly other customers wai...

We have the same issue.

Ultimately, a job sold for 14 hours is likely to take around 8 actual. I just open the appointment and adjust the scheduled hours to keep it on the same day. The order hours will still show the actual hours sold. The scheduled hours are pretty much ignored at our shop.

I know I said it in another post, but I'll repeat it here to see if anyone else agrees. I think a lot of us shop owners thought we wanted a new/better scheduler when we had the old one. We thought something more visual, with categories and resources and colors, etc. would be better. Now we realize ...

What John said pretty much sums it up for us as well.

nhsc wrote:Could we please allow apostrophe ' and quotation marks " in the recommendation field?

I don't know if it is helpful, but you can type " elsewhere, copy it and paste it into the recommendation area.

Here's what we are doing for loaners cars..... 1. We created a 'Customer' for each loaner car. 2, We make an all day appointment for each loaner. 3. We put the customer who is receiving the car in the Notes field. 4. We have a Resource for each loaner which is applied to the appointment. Now it is ...

Add a state that you've set up with a color. In fact, you can make a state called NOTE and give it a unique color. I'm not a fan of the way colors are applied, BTW. I believe the whole box, or at least the entire outline should be colored. The little strip down the side is very hard to distinguish....

Mine do not disappear. Remember that a shop event day defaults to the current day, so if you are on some day in the future and you click on Shop Event, you won't get that day you are on, but rather today's date. Oh I see what I did. I made it from 715 to 715, but our business hours start at 730. So...

Use Shop Event, but set the start and end times to the same time. That way it will not add any hours. Have you tried doing that? I just did it, the shop event vanished from the day completely. It still shows up in shop events, but it is gone from scheduling. We make it an all day event so it stands...

Can we make it so that shop events do not count for the total scheduled hours? I can think of occasions where I WANT shop events to count against available hours. A shop meeting comes to mind. Maybe it can be optional. Otherwise, you can create a customer named "Shop meeting" and schedule it whenev...

Can we make it so that all day events keep their assigned color bar on the side?

Can we make it so that shop events do not count for the total scheduled hours?

In the resources view, can we make each of those fields (resources) adjustable in width?

If the resources fields were adjustable for width this would likely work great for us. I tried setting it up for waiting, loaner 1, loaner 2 and unassigned. But with most of the appointments in the unassigned area it gets so cramped in that one 1/4 of the schedule it isn't really useful for me. If ...

Maybe I'm missing something, but there are a few anomalies that I want to address with the new scheduler compared to the old scheduler. 1. If you start a repair order for a walk in customer, it no longer appears on the schedule as it did with the old scheduler. please advise how to get that working...

1) Use the resources. We made three columns. Drop Off, Waiting, and Unassigned. When you make an appointment using this resource vehicle it will make the waiting appointments its own column. You can make your own resource headings by clicking on "configurations", "Scheduler Set Up", "Add/Edit Sched...