Service Scheduler - User guide
- Client installation
- Mobile client installation
- Application server settings
- Loan car diary
- Workshop planner
Client installation
The client is available on the from the running server instance of service scheduler. (eg http://servsched:8090) The default Server Port: 8090 however this could be changed during installation.
| Client - User Setup | This will install the application in the user current profile. Admin rights are not require |
| Client - User Setup (System Wide) | This will install a stub in the program files folder and a desktop icon for all users. This will then install the application in users profile. This is helpful for workstations used by multiple users |
| Client - System Setup | This will install in Program files for all users. Requires admin rights. |
Mobile client installation
Service Scheduler mobile requires that Web Services are installed and accessible from customer WAN
- [Android] (https://play.google.com/store/apps/details?id=au.com.abitsoftware.servsched)
- [iOS] (https://itunes.apple.com/us/app/service-scheduler/id898640065?ls=1&mt=8)
Application server settings
The default setting for the application server in Service Scheduler is [AUTODISCOVER] this will attempt to find the server user DNS SRV records.
If DNS is not configured or testing connectivity issues, the hostname can be adjusted.
NOTE: DNS is the recommended method with the next preference being a hostname (eg servsched) this makes future upgrades or migrations to new servers easier.
Loan car diary
Creating, editing and deleting entries
To access the loan car diary select Service -> Loan cars
New entry
Double click on desired date and available vehicle. If the vehicle is password protected enter the required password.
If you are using the ABit License Scanner you can place the license on the scanner and all details and a copy of the image are extracted and stored.
Edit entry
Double click on an entry to make changes
Move entry
Move the mouse of an entry until the icon changes into 4 arrows. Hold down the mouse button and move the entry.
Loan car form
If a Loan Form has been configured in Loan Car Maintenance the form can be printed from the Loan Form button. The Loan Form will fill in the required fields and be displayed in Microsoft Word.
Workstations will require Microsoft Word for this feature to work
Loan car diary administration
Creating, editing or deleting a loan car
NOTE: Deleting a loan car that has history is not recommended. Set the vehicle to inactive
Create a new or edit existing vehicle
| Active | Is vehicle available in the calendar | |
| Authorization required | To add or edit a booking a password is required | The password is specified in system settings loan_car_override |
Moving bookings to another vehicle
If you are making a vehicle inactive, use the "Move bookings" option to reassigned bookings to another vehicle.
Loan car forms
Locate the document that matches the Loan car document drop down name in system documents.
Use the export and import buttons to obtain the word document and replace it as needed.
Loan Form Fields (Merge Fields)
The following fields can be placed onto a loan form and data will automatically be merged.
| Field name | Description |
| :customer_name: | Customer name |
| :ro_number: | Repair Order Number |
| :customer_license_number: | Drivers license number |
| :customer_license_expiry_date: | License expiry date |
| :car_details: | Vehicle Description |
| :booking_start_date: | Booking start date |
| :booking_end_date: | Booking end date |
| :booking_start_time: | Booking start time |
| :booking_end_time: | Booking end time |
| :car_registration: | Vehicle Registration |
System settings
System settings related to the loan car diary
| Key | Description |
| loan_car_calendar_days | Number of days to show on the loan car calendar (eg 5 or 7 days) |
| loan_car_delete_password | The password used to delete an entry |
| loan_car_override | The password use to modify bookings on a vehicle with
|
Workshop planner
Adding staff / contractors
If the planner has not staff members, select the tools then press on the positions button
