Diary

All you need to know about the Diary tab

di1 - Create a new job (or booking)
To create a New Job, click on the New Job button or anywhere within the Diary area as shown below (to create a New Booking, the steps are the same) ...
Thu, 16 Feb, 2017 at 4:13 PM
di2 - Convert bookings to jobs
Once you have selected the booking in the Calendar, by clicking it, click the "Start" button to automatically convert the booking into a Job. ...
Thu, 16 Feb, 2017 at 4:13 PM
di3 - Create a new note
To create a New Note: That should make this pop up:
Thu, 16 Feb, 2017 at 4:14 PM
di4 - Set daily workload
Setting daily workloads help you know when a day's schedule is full. To do this, simply hit the Set Daily Workload button: This pop up shoul...
Thu, 16 Feb, 2017 at 4:14 PM
di5 - Filters
Filters help organize what you see on the calendar. They are controlled here: Filter controls appear on the left hand side panel.
Thu, 16 Feb, 2017 at 4:09 PM
di6 - Mark a day as fully booked
To mark a day as fully booked, click on the day for a pop up
Thu, 16 Feb, 2017 at 4:09 PM
di7 - Print run sheet
You can print run sheets for your workshop with a few simple steps Note that you are not limited to predefined date ranges. Clicking on "More...
Thu, 16 Feb, 2017 at 4:15 PM
di8 - Online booking form for websites (built-in and API)
MechanicDesk supports online booking forms where your customers can book in an appointment via your website. There are essentially 2 ways to implemen...
Thu, 16 Feb, 2017 at 4:16 PM
di9 - View and confirm online bookings
If online booking is enabled on your system, you can view and confirm all online booking requests via: If you want to confirm the booking, a booking ...
Thu, 16 Feb, 2017 at 4:17 PM
di10 - Drag n Drop to assign Mechanics to Jobs or Bookings (day view only)
You can drag and drop jobs in the day view to different Mechanic columns to assign the job to the Mechanic. You are free to do this as many times as you wan...
Thu, 16 Feb, 2017 at 4:17 PM