The Work Order Scheduler allows you to schedule work orders by date, time and resource. The availability of service bays and mechanics are examples of resources that affect work order scheduling.
Access the Work Order Scheduler from the Service, Reports, Scheduling, WO Scheduler menu option.
The Work Order Scheduler view defaults to today’s date and the following 4 days. You can change the dates shown by clicking on the Prev Week, Next Week or Plus 1 Day buttons.
To schedule a work order:
1. Go to the red box in the 17:00 time slot in the first column of the scheduler and click on it. This will show you unscheduled work orders and work orders which have been scheduled for previous dates but are still open.
2. Click in the Work Order start time column, then click in the time and resource slot that you want to start the work. The default time estimate for a work order is 30 minutes (2 time slots).
3. If you estimate that the work order will take longer than 30 minutes, click on one of the day/time/resource slots that it’s scheduled for, click in the Estimated column for the work order, then click in the day/time/resource slot that you expect to finish the work.
Before printing the Work Order Schedule, you can assign names to your resources using the System Admin, Parameters, Store menu option (the dealership owner/manager and the bookkeeper usually have access to this menu option). Click on the Service tab, and enter one resource name on each line under Service Bay Description.
You can print the Work Order Schedule in the following formats:
All 5 days shown on the screen for all 5 resources/buckets (1 page per day)
The first day shown on the screen for all 5 resources/buckets (1 page per resource)
The first day shown on the screen for all 5 resources/buckets (summarized in 1 page)
All 5 days shown on the screen for a specific resource/bucket (1 page per day)
The first day shown on the screen for a specific resource/bucket (1 page)
All 5 days shown on the screen for a specific resource/bucket (summarized in 1 page)