The Infinity software has the ability to schedule time for your mechanics on the Dispatch Calendar so that all work can be done without overlapping jobs and keeping clients happy. This article will walk your through the scheduling procedures in the software. You can also refer to the Assigning Jobs to Mechanics article.
Assign Tech to Repair Line
In an open invoice, go to the Schedule tab of the job line. Here you will input the drop off date, pick up date, and the estimated hours this job will take. The system then blocks off the proper amount of time when you assign this to a mechanic.
Now to assign a tech, click the Schedule button.
Schedule on Dispatch Calendar
The Schedule button will open the dispatching calendar to assign the job to a mechanic. When opened, the repair will appear in the “Unassigned” column. You will have a list of mechanics to simply drag and drop the appointment in the time slot available for the mechanic you choose.
Before:
Please note that if you move the time or date on the calendar, the system will update the invoice as well.
| IMPORTANT: The mechanics that you see on your dispatch calendar are visible because you and they share an employee team. If a mechanic is not shown on the dispatch calendar, please verify both your and their team. |
Please make sure to select the apply button to save the changes and then select OK to exit the calendar.
After:
RO After Assigning Tech
The system will also dispatch the job to that mechanic as well.
