The Scheduling option enables you to customize the application's scheduling possibilities. Here, you can define the company's work week, job duration measurement, and many other options.
Select Tools > Options or press CTRL+O. The Options dialog box appears.
Click Scheduling from the Categories bar. The Scheduling Options dialog box appears.
Select the appropriate check boxes to enable its functionality. The available check boxes are:
Enable Job/Schedule substatuses. Select this check box to enable the substatus field in jobs. This allows a more detailed status for jobs, beyond the default statuses (Canceled, Active, Completed and Pending). See the Defining Substatuses section for details.
Enable Project Management. Select this check box to enable the creation of projects A job that consists of multiple visits or days of service.. A project is a job that is performed over several days or visits and is combined into one invoice. If this check box is not selected, the project button will not appear in the job record or in the various right-click menus. For more on projects, please read the Project Overview section.
Enabling Scheduling Picklist. Select this check box to enable scheduling picklists. The Picklist is a list of all active jobs that do not have specific engagement times. The picklist is used to accommodate customers with tight schedules who may not know when they can be serviced until the day their job is scheduled to be performed.
Enable
Manual Budgeting. Select this check box to enable manual budgeting.
Manual budgeting lets you define estimates for job costs (services, materials,
labor, etc.) that, after the job is completed, can be compared to the
actual job using the Job Costing
report. The manual budgeting fields are the Charge,
Labor, and Materials
fields located on the right side of the Job record page.
For more on Manual Budgeting, see the Manual
Budgeting Overview topic.
Enable Team Lock. Select this check box to enable users to lock any team for a day, meaning that no changes can be made to the team (add/remove members, assign/move jobs to or from the team) for that day. See the Locking a Team from the Dispatch Board section.
Check Scheduling Conflicts when Saving Jobs and Dispatching. Select this check box to warn you if an employee is already committed to another job or task when saving a job or making a change on the Dispatch Board. This will ensure that your employees are not scheduled for multiple jobs at the same time.
Check Work Hours when Saving Jobs and Dispatching. Select this check box to enable automatic review of available employee hours when you save a job or make changes on the Dispatch Board. This will help ensure that there are no time conflicts. See the Employee Work Hours section for more.
Check Overtime Rules when Saving Jobs and Dispatching. Select this check box to warn you if a job's settings will create overtime pay for the employees assigned to the job. The warning will appear if overtime rules are called when saving a new or edited job, or when any changes are made to the job via the Dispatch Board. For more on overtime, see the Defining Overtime Rules section.
Check Skill Sets when Saving Jobs and Dispatching. Select this check box to compare the required skills for a job with the skill sets of the employees assigned to it. If they do not match, then a warning dialog box will appear when a new job is saved, or the job is reassigned via the calendar or the Dispatch Board. See the Employee Skills Tab section.
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Tip: |
Select the number of days in a week your company is open from the works a X work week drop-down list.
Select the time at which your company is open for business from the first spin control box.
Select the time at which your company is closed from the second spin control box.
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Select the option button corresponding to how you want to calculate the duration of a job. Your options are:
Man-hour based Scheduling. Calculated by dividing the total hours for the job by the number of workers assigned to that team. For example, if you have a 4 hour job and there are 2 individuals (that work on site) on the assigned team, the Duration will be displayed as 2 hours. If there were only one individual on the assigned team, the Duration would be displayed as 4 hours.
Duration-based Scheduling. Calculated by using the total hours of the job, regardless of amount of employees assigned to the job. For example, a 4 hour job will take up 4 hours of time, regardless of whether there are 1, 2, 3, or more employee(s) assigned to it.
Click OK.
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