Activity Details Screen
Activity Details This is the screen accessed either from the Schedule by right-clicking on a job block and choosing Edit, or from the Order Form Screen when the Order Status on the order is changed to Done (see the help for Completing Jobs), or when you right-click on the schedule date or time ...
- Customizing Schedule Hints
You can change what information or data fields show in the schedule hint by right-clicking on the schedule screen and choosing Hint Layout (or selecting that from the Scheduling pull-down menu). Here there will be two tabs, Fields and Format. FieldsThe Fields tab shows a list of fields that you ...
- Customizing your Schedule Printout (Route Sheets)
To customize the look of the Route Sheet report:1. From the main menu Navigator screen, click the Reports button2. Double-click on the Employee Performance category folder.3. Click on the Schedule report so it is highlighted and click the Copy button at the bottom4. Type in a new name for the re ...
- How do I enter absences?
How do I make a vehicle column not be visible for a certain day?- or -How do I enter absences for a vehicle/van?- or -How do I enter absences for a technician? If you want to mark a vehicle's column on the schedule as absent, and you don't want the vehicle column to show at all on the schedule f ...
- How to use the Recurring Schedule
You have the ability to automatically schedule orders for the future using the Recurring Schedule. Once you have entered an order for a customer, you can make that order have a recurring schedule associated with it, which means that the order will be copied multiple times onto your future schedu ...
- Printing your Schedule Route Sheets
One way to print your schedule route sheets is by clicking Schedule from the main menu navigator, and then right-clicking on it and choosing Print Route Sheets or hitting Ctrl+P on your keyboard. Printing the schedule like this will print the jobs for each vehicle on the day that is shown in the ...
- Using different Schedule Views
Setting Up Different Schedule ViewsOrdinarily, as you enter new vehicles, whichever vehicles are active will be displayed as columns on the schedule screen. You can also setup different Schedule Views which allow you to only show fewer vehicle columns on the schedule at a time. Schedule Views al ...
- Using the Schedule
Interpreting the Schedule -- Global PropertiesJobs are arranged in columns. There is a column for each day, and a column for each vehicle or crew shown within a day. Job time intervals appear on the left side going down. Dates, along with vehicle/crew names or numbers, appear across the top. Vir ...
- Why won't my job blocks show the correct zone color on the schedule?
First, remember that there is an option on the schedule screen to show the job colors as the color for the vehicle they are assigned to instead of the zone color. Right-click on the schedule, go to Color By and be sure Zone is selected and not Vehicle.If you do have it set to color by Zone and n ...
- Why won't my Vehicle show on the Schedule?
The only things that would cause a vehicle not to appear if they were added to the vehicles list and made active are: 1. You may have created one or more Schedule Views and so the new vehicle you've added is not included in the Schedule View. To check this, open the Schedule, right-click, choose ...
