Schedule Management is perhaps one of the most important features of Total Office Manager and yet often the most underutilized one. If used correctly, efficiency in managing employees and work orders will increase. Schedule Management focuses on three features of Total Office Manager: Appointments, Work Orders and the Schedule Board. Before you begin to use these features, you will need to set up preferences for them.

The Schedule Board is a tool used to display and schedule Work Orders and Appointments. To access it within Total Office Manager, select Schedule Board (New) from the Company main Menu.

How to Use the Scheduling Wizard

By |2021-07-23T00:26:25-05:00November 3rd, 2020|

Introduction The Scheduling Wizard is found on the (new) Schedule Board. It gives the user the ability to create scheduled work orders and assign one or more technicians through a simple step-by-step process. Each step of the Scheduling Wizard is split into pages with buttons at the bottom of the page that will be disabled

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Schedule Board

By |2021-07-22T14:17:22-05:00July 26th, 2019|

Introduction The Schedule Board is a tool used to display and schedule work orders and appointments. Form Access From the main menu, click Company | Schedule Board, or From the toolbar, click the Schedule Board button. Field and Button Definitions Date Selector - Use the Date Selector to set the schedule board to a given

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Schedule Board Options

By |2021-07-22T14:11:11-05:00July 26th, 2019|

Introduction The Schedule Board Options allows you to customize the schedule board form by user. Usage Total Office Manager allows you unprecedented control over the look and feel of the schedule board. This form makes it easy to customize the look and feel of the schedule board. Form Access First, open the Schedule Board from

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Schedule Profile List

By |2021-07-22T14:04:31-05:00July 26th, 2019|

Introduction This topic explains how to use the Schedule Profile feature in Total Office Manager. Usage Use this feature to define how you wish the schedule board to display information. This is handy when you need two or more schedule boards. Profiles eliminate the need for multiple schedule boards. You can quickly switch from on

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