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Managing Appointments

Appointments are scheduled work orders assigned to a bay and time slot.

Creating an Appointment

From the calendar:

  1. Click an empty time slot
  2. Select or create an order
  3. Choose duration
  4. Assign technician (optional)
  5. Save

Appointment Details

Each appointment shows:

  • Customer name
  • Vehicle info
  • Job summary
  • Assigned technician
  • Estimated duration

Editing Appointments

  • Drag to reschedule
  • Click to open details
  • Resize to change duration

Completing Work

When the job is done:

  1. Open the appointment
  2. Click Mark Complete
  3. Add any final notes
  4. Generate invoice