How to book a job or change a booking?
Your diary is the heart of your workshop. A full diary means more $$$ for your workshop, but an over-filled diary means delays for customers and stress for you and your crew. So we've crafted the Orion Remote Workshop diary with multiple views, to help you organise your workshops the way you prefer:
- Month view
- Week View
- Day Scheduler - With Timeline
- Day Scheduler - No Timeline
- Technician Availability Screen
These can be accessed via the following icons displayed in the Dashboard, Quick Links widget or from the Workshop, Diary menu.
Tip: Drag & Drop! Bookings can be dragged and dropped between technicians, and in 'timeline' views, you can drag and drop the job into different time-slots. You can also drag from the top or bottom edge of a particular booking to if you need to give that job more/less time. Easy as!
The view displaying a capacity bar and hours available to be booked (onto a job) for each day. It is for super organised workshop owners who want to have a bird's-eye view of their operation. We've colour coded the capacity so the calendar works like a chart, you can easily see where the peaks and troughs are. Hovering the mouse over the capacity bar will display total technician hours for the day, the number of technicians working, job hours booked and the number of jobs booked for the day. If you want to drill down into a particular day, just double-click on the capacity bar for that day.
To check out the previous/next month, just select the ◀️ ▶️ next to the month and year.
Note on "capacity" - We've added this to some of the diary views to help you get a quick feel for your workload. This is calculated from the technician availability and the estimated hours loaded onto jobs, so... make sure your job cards are done accurately.
The week view is great for Monday mornings, when you want to get a good sense of what's going to happen this week. You can see details like the number of technicians on duty, the numbers of jobs and hours available for the day, as well as the bookings you have, and notes about this day (for example - "Bob is away training" or "wedding anniversary, buy flowers"). If your customer ring up and want to change to another day, just drag and drop their booking to the new date. For big jobs, you can also drag and expand bookings across two days.
To drill down on a specific day, or to create a new job, just clicking on any white space on that day, which will also give you the option to "select job" that you want to rebook for this day:
The top menu bar is used to scroll the view to different dates, or use the handy search function to quickly find a booking within the week displayed.
There are settings to filter the week display and help you to focus on what you really care about. The "Auto Refresh" function can also be turned on if you want the most up-to-date capacity information, at all times.
To drill down into a particular job, just double-click the booking and it will open a summary booking/Job screen where you can see the details and make changes if you want.
Day Scheduler - With Timeline
The Day Scheduler with Timeline is great for the start of each morning and for managing your work during the day. You can use this view to brief the crew on what they'll be working, allocate jobs to different technicians just by drag'n'drop (or reset the time you've allocated for jobs that are taking a bit longer, or shorter).
You can see what the technician is currently clocked onto, which is displayed next to their name e.g. Bob is working on Job 1030 and Jimmy is cleaning the workshop.
If you have jobs with no technician assigned, they are displayed in the "Unallocated" column. Assigning unallocated jobs to technicians is simple, just drag them to the right technician.
Day Scheduler - No Timeline
If you prefer to run a workshop without the pressure of doing things by the clock, you can use the day scheduler with no timeline, which has all the same options as the one "with timeline", except you can't expand the job to increase the estimated hours.
Technicians can have Sort Orders applied, which will change the order in which the display in the Diary Day Scheduler and Technician Availability screens. Sort Orders can be defined in the Technician Setup screens.
Now that you're familiar with our diary, you can: