With this update, you now have the power to manage your entire workshop’s front-end operations right at your fingertips. The new booking diary feature includes a useful option to view bookings by individual mechanics, allowing technicians to efficiently manage their tasks.
You can view bookings in monthly, daily, or list formats, providing a clear overview of your schedule and making it easy to manage appointments. Additionally, the update allows you to add new bookings, modify existing ones, and the enhanced search functionality ensures finding specific bookings is quick and simple.
To enable these new features, follow these steps:
- Navigate to Settings > User Setup/Maintenance > Mobile User.
- Open the desired Username.
- Ensure the following settings are adjusted:
- Show Mechanic Features: Yes
- Limit Customer Information: No
- Advanced User: Yes
- Show Pricing: Yes
- Process Invoices: Yes
- If you’d like your technician to only see their day’s bookings, set Limit Event Times to Yes.
- Save the changes.
Booking Diary
Once you have turned these features on, log into the Mobile App. You will notice a Booking Icon bottom left hand corner
Select the date you would like to view bookings for.
Once a booking is assigned to a technician, you will see the technician’s initials displayed on the right side of the booking, along with the time the booking is assigned to them.
If “Limit Event Times” is set to “Yes,” the technician will only be able to view the bookings that are specifically assigned to them.
To access a list view of bookings, press the three lines in the top right-hand corner.
