Throughout this article, we will go through the technician planner and manage your technicians’ tasks (that will appear in the technician companion app). We’ll go through creating new jobs and assigning items within the jobs to technicians.
Navigate to Diaries > Technician Planner to access the technician planner in the top toolbar.
How to create a new job
To create a new job from the planner, click the ‘Create Jobsheet’ button in the top left of the screen.
First, you’ll want to add a customer. Clicking ‘Add’ will allow you to either select an existing customer or create a new one.
Next, do the same with a vehicle. If you’ve selected an existing customer, you’ll be able to select one of their existing vehicles or create a new one.
After this, you’ll want to add the various jobsheet items to the job, including parts, labour, services etc. Below, we’ll add some labour and fill in the ‘estimated hours’ with how long you think the job will take. This value will get carried across when assigning work. When you’re done, click save, and we’ll move to the planner.
Assigning work to technicians.
Using the panel on the left of the planner, you’ll be able to filter and search through all of your current jobsheets. Locate the jobsheet that we just created and click it to expand it. You’ll get an itemised list of the jobsheet items, and you’ll be able to see what has and hasn’t been assigned.
Click and drag an unassigned item and drop it onto the technician when you want them to perform the task. The same item can be assigned to multiple technicians if you need to.