PricePoint has a full featured scheduling and dispatch program
that is available at the touch of a button! Create a work order,
assign mechanics to the job, and put it into an electronic schedule
book. We've made some big improvements to our scheduling program
that make it truly a world class scheduling tool! The new version
features drag and drop scheduling with job data shown on movable
schedule panels. Click on the move handle to move the schedule,
click on the extend handle to change the job duration. Switch
mechanics by moving schedule panels to other columns, or adjust
schedule and change mechanics with the new change mechanics dropdown
in change schedule dialog. Week View by mechanic, change
date or time within the week by dragging schedule panel. Month
View with schedule preview - displays a schedule icon if any
jobs are scheduled for the day. The icon color changes to show
a light schedule vs a heavy schedule for the day. Click on the
day in month view to display the day schedule. Cut, Copy schedule
panel from one day and Paste onto another day or from one
mechanic to another! - Tim
Colored panels in scheduling! Create work order types other than Daywork, Contract and Extra. When creating a new type, pick a color to display the work order panel in the scheduling app and pick an invoice type that the work order type will convert to when converting it from WO to Invoice.
You may define up to 1000 work order types. Each type may be
displayed in the color of your choice to make scheduling easier.
To create a new work order type, click the drop down arrow at the far right of the panel.
Create a name for the new type. Then click Click to Change and choose a color, you can even make up your own colors if you wish.
Set Invoice type when completed to the desired job category (Day Work, Contract or Extra) to tell PricePoint what to do when the work order type is converted to an invoice upon completion.
To move job to another mechanic or a different time on the same day:
Grab the schedule panel's Move handle by clicking and holding down the mouse button. Then drag to another mechanic or time of day. To change the duration of the job, Grab the schedule panel's Extend handle with the mouse pointer and extend or shorten the panel.
To move job to another mechanic or time on a day that is not displayed:
Right click the schedule block that needs changing
Choose Cut from the popup
Navigate to the date (day view) or week (week view) as required
Left click the appropriate starting time and choose Paste
Choose Adjust Schedule from the popup
To change the Time of day:
Click the Change Time up or down arrows to adjust the starting time.
To change the date of the work scheduled:
Click the new date on the Change Schedule calendar.
To change the mechanic:
Select a different name in the Change Mechanic drop down.
Click Change Schedule button.
The Schedule grid should now display the changes.Note: If the Change Schedule button becomes disabled (greyed out), there is a schedule conflict with another work order for this time and date.
You'll need to reserve time for travel or vacation in your schedule. Or you may wish to fine tune a schedule once you are more familiar with the job requirements.
Start the Schedule program.
Select cells to block out in the schedule grid.
Tip: To easily block out time for a vacation, switch
to a mechanic's week view to select a range of days within the
Choose Block Out Selection
Choose Travel, Lunch, Vacation or Clear from the popup.
The summary of a work order displays all of the essential details
such as the name, address, value and all the scheduled dates and
Start the Schedule program.
Double click on the scheduled block (avoid the Move and Extend buttons, please)
Use your modem to dial any of the contact numbers on a summary page by clicking the adjacent dialer button.
Click the Month view
button. The month view displays the state of the company schedule
for each day. The wrench is white if there are 2 of fewer jobs
scheduled, Yellow for 4 - 6 jobs and Yellow with a red wrench
for more than 6. This is a handy way of seeing how crowded the
schedule is for any particular day. Click any day in the month
view to display the day view.
Click the Week view button. The scheduler will display the week view for the first mechanic in your list.
Or, if the day view
is active, click the heading showing the mechanic's name to display
that mechanic's week schedule
Drag a schedule to another day during the week for this mechanic or right click the schedule panel and select Adjust schedule to move to another day or mechanic. View a week view for a different mechanic by selecting another name from the mechanic drop down, or select a different week by selecting it from the drop down.
Click Day View.
A service agreement is a contract sold to a customer promising a number of visits to perform a service check-up for a nominal fee. It also provides for a discount on materials/labor on all work performed during the term of the agreement.
Industry experts suggest that service agreements can expand a service business by improving repeat business. The discount offered to the customer decreases the likelihood of price shopping while each visit serves as a sales opportunity to earn the customer's trust. The customer may even request a "while you're here" extra. Service agreements also provide a way of helping to fill up the schedule during a slow period.
When a service agreement is sold, PricePoint reminds users to contact the customer with Visit Reminders.
At left is the dialog responsible for creating a new service
agreement. Simply set the agreement type, the term, visits per
year, and the types of actions to include for each visit reminder.
Each service agreement has a type. Each type is linked to the text of the service agreement document that can be printed out when the agreement is created. Below is the dialog for creating the service agreement type which features a full featured text editor.
Each visit reminder contains a number of actions that need to be performed by office staff. For example: office staff will need to contact the customer in order to make an appointment for the visit, or send a reminder postcard to customers. The software provides for direct dialing of customer contact phone, printing address labels and scheduling work orders for due reminders.
More on Service Agreements
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