Option

Purpose / Description

Assign to Mechanic

Allows individual Operations or ALL operations to be assigned to a single or multiple mechanics.

Allocate Operation at Order Level

Allows an operation to be added back to an Order record where previously allocated individually.

Assign to Team

Allows ‘unassigned’ details to be assigned to Team, which then can be allocated to individuals within the team.

eMail

Allows an email to be sent to the Customer (email address default from the Customer Master file).

SMS Text

Allows a SMS text message to be sent to the Customer/Driver. (SMS phone number, default from the Vehicle file, if blank then from Customer Master File (mobile))

Convert to Order

Allows an Order to be created from schedule details displayed, and will update schedule file with Order number once created.

Order Notes

Allows access/amendment of Order notes.

Move

Allows record to be moved to another date (will set Planned date where less than Ready date, where greater than Ready date will set both Planned and Ready dates).

Open

Opens an Order or Quotation

View

Allows an Order to be viewed where invoiced

Planning Details

Allows update of Order Flow code, Planned details Team and Reason details.