Scheduling Appointments |
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GA3 allows you to schedule appointments throughout a series of work bays with colour coded job types for ease of viewing. Simply click and drag between the required start and end time to add a new appointment.
You will then be presented with the appointment screen, here you can enter as much or as little information as required. An appointment can exist with no customer / vehicle or details other than a start date.
If you add a vehicle or a customer, you can re-use this information to create a document directly from the appointment.
By clicking on the top row of the appointment you will be asked if you would like to Edit the appointment or Create a new document. If you select create a new document, you will be presented with a choice of document such as :
Once you make your selection, a new document will be created and any details such as the customers name and address will be automatically entered in to the relevant fields.
The document will also be automatically linked back to the scheduler listing so you can quickly find the corresponding document when required. This is indicated by adding a 'turned corner' to the top right of the appointment.
Clicking on the top row of a linked appointment, will ask you if you would like to edit the appointment, or view the document.
Further Information / tips
You can also modify the times allocated to an appointment, by dragging to the new desired time. You must however drag from either the top or the bottom line of the appointment.
You can drag an appointment to another bay, by dragging from any line of the appointment, to the new bay. Wherever you drop it, this will become the new start time. The duration wont change so the end time will adjust itself. You can drag an appointment to a new time in the same bay, however for this you need to hold down the SHIFT key.. You can copy an appointment from one bay to another by holding down CTRL whilst dragging it. You can create a new appointment using details from an estimate (this is not available for jobsheets or invoices) Appointments without a start and end time will show in the upper section / all day view. You can drag and drop the grey bar to shrink and expand this as needed. Dragging an appointment to the all day section will remove the start / end time. To the right hand side, under the time, the options for Bays / Status will show you 4 settings at the bottom.
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