Advanced Scheduling Jobs In Lube Sticker Pro

Things to Note

• Advanced Scheduling automatically adds recommendations and appointments for vehicles when paired with canned jobs. It runs when you click Print (during an oil change) or the calendar button (when no oil change is being done).
• Repair orders must have canned jobs when Print or Advanced Scheduling is selected.
• Additional canned jobs must first be created in your Shop Management System.
• Duplicate entries are not allowed. If a duplicate would result, you'll be prompted to replace the original.
• Removing an entry is permanent and will not affect previously added appointments or recommendations.

How To

1. From Lube Sticker Pro main window

   1. If you do not already have a work order open, you will need to select one to access the main Lube Sticker Pro window.

2. Select the Settings tab

3. Select the Advanced Scheduling option

   1. Setting Up An Entry

      1. Click Add and configure the following:
         1. Canned Job — Select from the dropdown
         2. Odometer Interval / Day Interval — Set frequency
         3. Auto Add Recommendation — Check to enable; add a note
         4. Auto Add Appointment — Check to enable; set schedule hours
         5. Click Ok 
      2. Repeat as needed for Additional Jobs
      3. Select Save & Close from the left side menu

1. 1. Editing An Entry

1. 1. 1. Double-click a job to open its settings.
         1. You can edit the canned job, odometer/day interval, recommendation, and appointment options.

            1. Canned Job - use the dropdown to select canned jobs from your Shop Management System

            2. Category - the category that the canned job is assigned in your Shop Management System

            3. Odometer Interval - how often Advanced Scheduling should occur based on the vehicle’s odometer reading.

            4. Days Interval - how often Advanced Scheduling should occur based on days.

            5. Check/uncheck Auto Add Recommendation - enter the recommendation text.

            6. Check/uncheck Auto Add Appointment - use the Schedule Hours field to set the time you would like scheduled for the appointment.
               

            7. Click Ok and Select Save & Close from the left side menu

1. 1. Removing An Entry
      1. Click a job to select it
      2. then click Remove

         1. A prompt will appear asking if you are sure that you would like to delete this entry

         2. Confirm by clicking Yes
      3. Select Save & Close from the left side menu