This tab is used to see a quick view of how many jobs are booked in for a day.

• Please note the help button in the top right corner which will explain the graphs and codes on the page
• You can click on a day in the calendar to view details of what has been booked for a certain day

This tab will allow you to allocate jobs to mechanics for a selected date.

• To start using the ‘Job Allocation’ screen you must have mechanics in the system Refer to Company Users on how to set these up
• Setup Mechanic working hours Refer to Work Hour Settings on how to do this
• To allocate mechanics to particular job you will need to have the job saved and confirmed in the system
• Go to ‘Sales/Jobs’ menu
• Select ‘Job Allocation’
• You will now see a job allocation management page
• To allocate a particular mechanic to a job click on the ‘Allocate’ Tab
• Select the date you want to allocate jobs for
• The job will be listed and it will display the available services that can be allocated to different mechanics
• In the column ‘Select Mechanic’ choose the mechanic you want to allocate the service to
• Select a time if required
• Choose a status if required

This tab will show you the jobs that have been allocated for each mechanic for a certain date.

• Select a date
• View and click on jobs that have been allocated to mechanics
• View activities in different colour depending on whether the vehicle is in progress working on etc.

This tab will give a mechanic a view of what jobs they have allocated to them.

• Click on the mechanic/ login name in the top right
• Click ‘View Roster’
• Select a date
• Change the status of a job.
• Options for status include: Complete, Working On, In progress, New
• Simply click ‘Clock on’ to mark the job as Working on
• Click ‘Clock off’ to mark the job as in progress