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Schedule Board
How to get to Schedule Board: Click on Schedule, then Schedule Board.
Back to Courtesy Calls
- Selecting a Job Type from the drop down menu will bring up a Schedule Board for that job type only.
- In the View Type field, select criteria by which to sort the records on the schedule board. Select the board you would like to use.
- The Schedule Type can be sorted by Date Range or Specific Day. Specific Day goes by the date promised.
- Enter the Specific Day or a Start and End Date and click the Continue button.
- Schedule Records are sorted here by Employee, which was specified on the previous screen. Schedule records at the top of the list are of highest priority and the bottom calls are the lowest.
- The Color Legend drop down menus provide lists of the colors on the board with their meaning ( the color of the schedule record changes when action is made).
- The Parts Order Status Legend shows colors based on the status of parts needed for the schedule record from any Purchase Orders attached to it:
- Waiting on Parts - there is a Parts Request/Purchase Order for this Work Order
- Parts Received - the parts have been received on the Purchase Order
- Residential - the customer has been marked Residential in the Customer File
- Future Calls - this Schedule Record has been schedule for a future date
- The Preventative Maintenance Status Legend shows status related to the PM records when they are shown on the board:
- Waiting on Parts - there is a Parts Request/Purchase Order for this Work Order
- Parts Received - the parts have been received on the Purchase Order
- Materials Delivered - the check box for Materials Delivered has been checked in the Schedule Edit screen
- Filters on Order -
- Residential - the customer has been marked Residential in the Customer File
- No Filters or Belts - this customer has been marked 'F/B Not On Contract?' in the Customer File
- Creation Source Legend tells who created the schedule record:
- From Dispatcher - this Schedule Record has been created by the Dispatcher
- From Non-Dispatch - this Schedule Record has been created by someone other than Dispatch in the company
- From Customer - this Schedule Record has been created through the Customer Portal
- Tech Action Status Legend shows colors related to what the technician has done with the schedule record:
- Dispatched - this Schedule Record has just been dispatched
- Tech In-Route - the Technician has marked the Schedule Record as In-Route from the hover menu on the Schedule Board
- Tech Arrived - the Technician has marked the Schedule Record as Arrived from the hover menu on the Schedule Board
- First Call - the Dispatcher has tagged this Schedule Record First Call from the Schedule Edit screen
- Departed - the Technician has marked the Schedule Record as Departed from the hover menu on the Schedule Board
- The Show Address, Show Time Promised and Show Future Calls buttons will customize your schedule board when selected. The default values can be changed under Utilities/Maintain System File.
- To find a specific schedule record on the board, hit CTRL-F on your keyboard and type in the search information.
- The buttons at the top allow you quick access to other screens. The New Work Order button automatically creates a new work order with the next number already inserted for you.
- To go into more detail on a schedule record, click on the schedule record and you will be taken to the Schedule Edit screen shown below; To schedule another employee on an existing schedule record, click on the New Schedule Record button to create a new schedule record for the same work order.
- The New Schedule Record button will allow you to have additional employees scheduled under the same work order number without changing the lead technician listed under the work order number. A box will appear asking if you would like to change the employee code on the work order. Only click OK if you are changing the lead technician on this work order. If this new schedule record is created to use extra technicians, then click cancel. Doing this will keep the same lead technician on the work order.
- Save and close the Schedule Edit window to go back to the Schedule Board.
- Hold the mouse over a schedule record for 4 seconds to bring up more detail and links in a pop up screen like the one shown above.
- Contract Type - Links here will show you if the customer has a contract and what kind of contract it is; click on the link to go to Maintain Customer and get the equipment.
- Customer Call - Shows the information from the Customer Call field in the Work Order for this Schedule Record.
- Work Order History will show you the customer's complete history; work orders and invoices. Links to those items are included on the list for further review. Open Work Orders will show you if there are other work orders open for this customer besides this one.
- The Courtesy Call link will put this schedule record on the Courtesy Calls Board. The Courtesy Calls Board is also accessed from the Start Schedule Board screen. Select Courtesy Call from the View Type drop down menu.
- From this Schedule Info box a technician or dispatcher can Accept Call (In-Route), Arrived At Call and Departed Call. These actions can help the Dispatcher keep track of where a technician is from the Schedule Board and the Schedule Board Daily.
- Remove From Board will complete this schedule record and take it off the Schedule Board. Only Users who are designed with the ability to remove Schedule Records in Utilities/Users will see this link; the only other way to remove a Schedule Record from the Schedule Board is to create an invoice.
- Complete Call New Invoice Finish WO will take the schedule record off the Schedule Board, create a new invoice for this customer and finish the work order. Complete Call New Invoice Continue WO will take the call off the Board, create an invoice for the customer and keep the work order open.
- Edit Cust "OAK001" will take you to the Maintain Customer screen to update or change this customer's information.
- New Parts Request will take you to a screen to request parts from the office real time. The person who handles purchasing in the office will see this request right away and when parts are received, the color of this call on the board will change.
- Customer Needs Quote and Sales Opportunity will forward this schedule record to a sales person in the office to let them know that this customer needs to be contacted by them.
- Directions can be obtained from here and this call can also be given First Call Tomorrow priority.
- The Work Order L/U button at the top of the schedule board will take you to Work Orders to look-up existing work orders.
- Click on the white look up button (circled above) to search. The screen below will appear.
- Select a Look-up Work Orders By from the drop down menu and type in the Search Criteria to pull in the work order you need. Click the Submit button to begin the search. A List will appear; find the line you are looking for and click on it; this will pull that information into the work order screen.
Back to Courtesy Calls
cassyjb |
Latest page update: made by cassyjb
, Feb 17 2009, 1:56 PM EST
(about this update
About This Update
Edited by cassyjb
3 words added 2 words deleted view changes - complete history) |
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Keyword tags:
schedule board
schedule edit
schedule records
work order
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