Appointments

Job Appointment Scheduler
Add - Job Appointment Scheduler The appointment scheduler is one of the main sections of the program.   You can select 2 ways to enter jobs into the sched...
Mon, 18 Feb, 2019 at 3:48 PM
Employee Setup
Other - Settings - Set up Jobs & Rates - Labour Rates This section covers how to hide employees you don't want to see in the scheduler and how...
Mon, 18 Feb, 2019 at 4:24 PM
Schedule an existing job for an employee
To add an "Existing job" right mouse click in the required time slot of the initials required. This opens the "Job Finder". When you se...
Mon, 18 Feb, 2019 at 4:25 PM
What do all the colours mean?
Background Colours When you are looking at any of the jobs in CostManager, they will have coloured backgrounds. Each colour represents a different job sta...
Mon, 18 Feb, 2019 at 4:26 PM
Schedule a new job - for an employee
To add a "New Job". Select the employee that you want to schedule the job to. Find the date (if not today) by using the date picker or the for...
Mon, 18 Feb, 2019 at 4:27 PM
Add a schedule to a job in the "To Schedule" list
You can schedule a job directly to a field employee or as a "pending job" IE: for scheduling to an employee later.   It can have a date and time ...
Mon, 18 Feb, 2019 at 4:29 PM
Cut & Copying Schedules
Job Appointment Scheduler - Copy a schedule to another employee (2 or more employees attending the same job) If you want to add the same schedule to ano...
Mon, 18 Feb, 2019 at 4:31 PM
Move a Unscheduled job from "To be scheduled" to an employee
Move a Unscheduled job from "To be scheduled" to an employee Select the date you want the job to be completed on. Double click on the job yo...
Mon, 18 Feb, 2019 at 4:34 PM
Move a "To be scheduled" (with date and time) to an employee
Job Appointment Scheduler Move a "To be scheduled" (with date and time) to an employee. In this example we will use job 00106/D, it already h...
Mon, 18 Feb, 2019 at 4:35 PM
Delete a scheduled job
Deleting a scheduled job This is for a job assigned to an employee and you want to remove from the schedule. Click on the red cross at the left hand of t...
Mon, 18 Feb, 2019 at 4:36 PM