Scheduling

The schedule records commitments in the shop timezone. It does not assign technicians or bays, create jobs, or change a job’s execution status.

Browse the calendar

Use Day, Week, or Month, then the previous and next controls or Today. Select a date in Month to open that day. On a compact screen, Day opens by default; Week lets you scroll horizontally through the dates. Use the type filter to focus on one kind of commitment, and All types to restore the full calendar.

Create a commitment

Choose New, select a type, then enter the date and start/end times:

• Vehicle drop-off: choose an eligible job and whether the customer leaves the vehicle or waits at the shop.
• Vehicle pick-up: choose an eligible vehicle to pick up.
• Follow-up: enter a title; a related job, customer, or vehicle is optional.
• Parts pick-up: choose an eligible parts order.
• Block time: enter a reason; use All day when appropriate.

Search results show eligible existing records. If there are no eligible results, review the related job or parts order before scheduling it. Scheduling does not create that record for you.

Use the shop’s operating timezone, even when your browser is elsewhere. Available dates and validation help keep visits inside operating hours. Internal follow-ups may show a warning when they are outside normal hours.

For an eligible future customer appointment, Request confirmation is available when the customer has a deliverable email. Creating the commitment does not imply that the customer has confirmed it.

Choose Create. The calendar moves to the saved commitment’s shop-local date and opens its summary. Review the title, time and any confirmation status.

Edit, complete, or open the related job

Select an appointment to open its summary. Use Edit, or More actions → Edit for an open follow-up, change the details, and choose Save. If saving fails, review the message and keep the editor open to correct the details.

Choose Complete when an internal follow-up is done; the result shows Completed. For a job-linked commitment, More actions → Open job opens the existing job workspace so you can continue the work there.

Removing a calendar commitment does not mark a vehicle arrived, deliver parts, or cancel the related job. Use those workflows for their actual operational changes.

Continue the operational task

Open the related work order to record arrival, perform work, or release the vehicle. For unclear times or failed confirmation requests, use Troubleshooting.