The Shop Scheduler Feature is available to Platinum, Diamond, and Concierge Subscription Holders.
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Setting up the “TECHS” tab
Navigate to the Shop Scheduler tab under the Shop menu in the left hand menu panel
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Only users with a linked employee file and employee type set as mechanic will show up here as an option. Refer to Employee Maintenance here |
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Select shop start and end times here
Once done adding technicians and setting shop times, click confirm
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Setting up the “BAYS” tab
Toggle to the “BAYS” tab to add bays to the Shop Scheduler view.
Click the 3 dot menu to add bays, click edit views
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Click confirm when done adding bays to see the “BAYS” view
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Saving a Preset
Once the “TECHS” and “BAYS” views are set up, click the 3 dot menu and click presets
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By checking the box “Set as Company Wide” anyone with access to Shop Scheduler would be able to use this Preset view |
Assigning Jobs by Technician
To assign a job by technician, toggle to the “TECHS” calendar view
Double click in the column for the selected technician and time you want to assign the work
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Assigned work will then appear in the technicians “My Work” screen of Paperless Shop
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Assigning Jobs by Bay
To assign a job by Bay, toggle to the “BAYS” calendar view
Double click in the column for the selected Bay and time you want to assign the work
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Assigned work will then appear in the technicians “My Work” screen of Paperless Shop
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Rescheduling Jobs
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There are two very easy ways to reschedule jobs within Shop Scheduler |
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