Quickly Add a Job into Diary

Previous Lesson: Book Additional Diary Events

Introduction

The Diary allows you to quickly add jobs. 

You will only be able to add jobs directly into the diary if the customer is already in your system.

For trusted customers this is a very useful feature.

Create Event

Open up the Diary and select the date.

To select the desired date move your mouse over to the left of the screen and the Calendar will appear.

Click on the desired date.

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Under the desired engineer, click and hold on the start time and drag down until the desired end time. 

Release the mouse button

 

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 The following screen will appear. Enter the job description and click Book Job

 

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The following screen will appear

 

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Search for your customer using the search tool

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Click on the customer's name. Complete the job details as normal. Click Save

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You will now see that your job has been booked into the diary

 

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Next Lesson: Rebook Jobs from Diary

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