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Advice For High Volume Shop

Advice For High Volume Shop

Postby JSnider2323 » Thu Sep 15, 2016 8:27 am

We have been using the new scheduler for two days now and I will say I like a lot of the new features however as we get into the day a few hours it becomes very difficult.

We have a four building setup:
Brake Center
Muffler/Hitch
Lube Center
Car Wash/ Detail

Our Brake Center is where we use the Scheduler because the other departments are first come first serve. In the morning at 7:30 its easy to see who has an appointment (15 to 20 cars). however after 10:00pm we have already done at least 40 cars in the other departments. the scheduler is then crazy hard to read. by the end of day its nuts and near impossible to read. The resource view does help however I wanted to see if anyone has any other suggestions for finding a persons appointment later in the day?
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Re: Advice For High Volume Shop

Postby timbre4 » Thu Sep 15, 2016 8:42 am

If I was after a specific appointment by customer name, I'd switch to Appointment tab to browse the list OR right-click on Customer to open the Search and type it in:
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Re: Advice For High Volume Shop

Postby JSnider2323 » Thu Sep 15, 2016 1:53 pm

Thank you, the Appointment tab is helpful, no question.
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Re: Advice For High Volume Shop

Postby murraymotive » Wed Sep 21, 2016 12:14 pm

timbre4 wrote:If I was after a specific appointment by customer name, I'd switch to Appointment tab to browse the list OR right-click on Customer to open the Search and type it in:


Does this tab ever clear? Our Appointment tab is full of 100s (maybe 1000s at this point) of "Closed" appointments. It renders it useless.
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Re: Advice For High Volume Shop

Postby ricmorin » Wed Sep 21, 2016 12:24 pm

The amount of past appointments view-able is user selectable with Scheduler Options.

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Re: Advice For High Volume Shop

Postby murraymotive » Wed Sep 21, 2016 1:20 pm

ricmorin wrote:The amount of past appointments view-able is user selectable with Scheduler Options.

schedule_options.png


Bingo. Thanks!
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Re: Advice For High Volume Shop

Postby SKLINE17 » Tue Oct 11, 2016 1:14 pm

As we close out ROs, we move them to the top to get them out of the way. Helps for us to see what is done and what is not.
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Re: Advice For High Volume Shop

Postby Silky7 » Tue Oct 11, 2016 1:57 pm

All, we're looking into re-organizing the Appointment tab in the near future as well, to divide between what's done (history), what's on for the day, and what's upcoming (future). We hope this will improve the at-a-glance usability as well.
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Re: Advice For High Volume Shop

Postby murraymotive » Wed Oct 12, 2016 7:18 am

Silky7 wrote:All, we're looking into re-organizing the Appointment tab in the near future as well, to divide between what's done (history), what's on for the day, and what's upcoming (future). We hope this will improve the at-a-glance usability as well.


This will be a glorious day! Goodbyyyeeeee confusing, cluttered scheduler!
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