Access My Management System's Schedule

This will provide access to the schedule in your shop management system with a “by the day” view. Today is the default day.

Things To Note

  • Auto scheduled appointments do not have a linked order and can be converted to an estimate by selecting it.

How To

  1. Select the Schedule option from the Options Menu (A view of today's schedule is shown)

  2. Select the day you wish to view

    1. select the scroll arrows located near the top of the screen where the date is displayed in the middle to scroll one day at a time

    2. select the date displayed to expose the Jump To date option

  3. This is read only and details are displayed regarding the appointment

  4. Touch the appointment to step in to the associated order

    1. If no order exists for this appointment you will be prompted to convert the appointment to an estimate and step in to a New Estimate