Add visit

A quick action in the Modules menu that opens the workshop calendar for the current month. There you add an appointment: a check-in, work, an inspection or a pickup, on a chosen workstation with a chosen employee.

01What it is

Add visit leads to the workshop schedule: a month grid where every appointment has the colour of its workstation. You open the form with Add appointment.

A visit has a type (check-in, workshop work, inspection, pickup or other), a location, start and end, a workstation from that location and an employee. When you pick a job, the customer and car fill in by themselves.

A MONTH ON A GRID: Appointments in workstation colours.
A VISIT FOR A JOB: Customer and car from the job.
NEXT FREE SLOT: The default start in the working day.

02What it is for

No double bookings

You see which workstation is busy.

Check-ins and pickups in the plan

The visit type shows by colour on the dashboard.

Who receives the car

An employee assigned to the visit.

03Main options

The shortcut opens the month calendar; you add the visit with Add appointment.

The workshop month

A month grid with appointment tiles.

Appointments in workstation colours
Month arrows and a Today button
Tiles: appointments this month and active

04Tasks step by step

STEP 1Open the Modules menu and choose Add visit, then Add appointment in the calendar.
STEP 2Enter a title, pick the check-in type, location and start.
STEP 3Pick the job or the customer and car, the workstation and employee. Save.

05Actions

The most common tasks in the calendar.

Add appointment

A new visit in the calendar.

Today

Back to the current month.

Employee and workstation

Who receives the car and where.

06What it connects to

Choose a module to see where visits show.

WORKSHOP

Work schedule

The work schedule shows the week's visits on workstations.

Go to the topicWork schedule