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A comprehensive way to manage your workshop needs with the new
Workshop Scheduler
A web-based tool that gives you full visibility to manage your workshop engineer’s workload. With full interaction with Gold Service, it provides you with better control over workshop processes.
What are the key benefits of integrating?
Better understand your workshop needs
With the multiple views on offer, you can easily see how long tasks are taking and what your engineers are working on. You can also assess the status of jobs, parts orders and more. Enhanced visibility will help you make informed decisions on your jobs and priorities.
Support your service department with the tools to succeed
Advanced filtering, rescheduling and different timelines allows you to find information in the quickest way possible. Filter by customer, item, model description, address, job status, invoice type and more!
Maximise your engineers’ time and workload
Workshop Scheduler will allow you to understand what jobs engineers are working on and be able to better support their workload. Whether your engineer is taking time off for holiday, training or an illness, you can easily block out time without assigning them to a specific job. This will ensure that their available hours and days to work are accurate and up to date.
Provide reliable updates to your customer
You no longer need to estimate or wonder about the status of jobs. You’ll have all the information in front of you to be able to provide the best support to your customers.
Resources
Workshop Scheduler
Product Manual
User Guides
Checklists
Updates
FAQs
From set up to troubleshooting, download our product manual for everything you need to know about Workshop Scheduler.
Download
Below are a few user guides to help you navigate through Workshop Scheduler. Click on a topic below to see the user guide.
Changes to Workshop Job Create
Understanding Status Icons
Create a Workshop Job
Time Allocation
Quick View Details
Advanced Filters
Add Notes on Scheduler
Unscheduled List
Allocate to Existing Job
Setting Workshop Portal Access
Block Out Time for Engineers
A few changes have been made to the Workshop Job Create window to improve usability. Click through the buttons below to see these changes.
Status icons are shown on the right-hand side of the schedule and denote the current status of the job. They will change as the job moves through its cycle.
Follow the 3 steps below to easily create a workshop job on Workshop Scheduler. After selecting the duration of the job, the type, and completing key details on the form, you'll be creating jobs in no time!
Learn all about managing your engineers’ time. Set, delete or duplicate their available working hours, set advanced filters, clear and copy their working day and more.
The quick view provides you with information about your engineer. Easily view their department, task numbers, ID numbers and more.
Filters allow you to quickly access the information you need. Learn how to save, amend and delete custom filters.
You can add notes on schedules to let your team be aware of any updates, changes, or important information.
You can add jobs to the Unscheduled List for future consideration and easily reschedule them when you’re ready.
With our filters and advanced search options, you'll be able to quickly locate existing jobs and get them assigned to an engineer.
Follow the user guide below to learn how to enable access to users on Classic or Windows Gold.
Follow our guide below to block out time for engineers without having to assign them to a job. This can be for sickness, holiday, training, college, apprenticeships, or other reasons.
Complete the checklist below or download and print your own copy here: Workshop Scheduler Checklist
Updates, bug fixes or enhancements made to Workshop Scheduler in the last year will appear here. To view all our product releases, click here.
06 Jan 2025
- Sort Settings now persist in Workshop job search. [Ref.SHD-764]
- An Expand All option in the Unscheduled Jobs List is now available. [Ref.SHD-754]
- A close button has been added in the Job Create screen. [Ref.SHD-762]
- A quick schedule function has been enabled so when users click Allocate to existing job, they can enter the job number (if known) and allocate it immediately, without having to go through the search screen. [Ref.SHD-755]
- Future repeatable jobs/schedules do not show as invoiced if final invoice is not generated in Gold. [Ref.SHD-745]
- The Instructions and Story can be viewed and closed using the same button. [Ref.SHD-763]
- A licencing issue where Windows Scheduler is not enabled has been resolved. [Ref.SHD-749]
- Active View – an issue with tasks not ending has been rectified. [Ref.SHD-751]
- Search by Invoice Type in search criteria is now functioning correctly. [Ref.SHD-771]
- Customer filter in workshop search brings through relevant information. [Ref.SHD-775]
- When a list is expanded the scroll bar remains in the same place. [Ref.SHD-783]
- Users can now edit the labour discount in the job details section of the Workshop Job create screen. [Ref.SHD-770]
- Customers’ Labour discounts are now being applied when jobs are created. [Ref.SHD-769]
- Invoice Status is now updated on the tasks as it changes in Gold. [Ref.SHD-758]
- Invoiced jobs are no longer editable in the Workshop edit before a data refresh on Scheduler. [Ref.SHD-746]
- An issue with users being able to double click on a job to open it for editing has been resolved. [Ref.SHD-752]
- When an internal invoice type is selected, the internal customer range is available in the dropdown. [Ref.SHD-766]
- The Plant Hire option is disabled when creating a new job as this function is not available yet. This option will be available soon. [Ref.SHD-767]
- Workshop create layout flow changes have been made from customer feedback, to increase process flow when creating jobs. [Ref.GD-688]
Here is a list of frequently asked questions on Workshop Scheduler:
What happens to the current data stored on Workshop Scheduler?
All data is instantly viewable in the new Workshop Scheduler.
What happens to the filters I created and saved on Workshop Scheduler?
The filters have been enhanced and give greater flexibility. Therefore, they will need to be setup in the new Workshop Scheduler.
Are there any ways to optimise the performance of Workshop Scheduler?
For larger companies who hold a lot of data, we recommend closing down programmes that you are not using in the background, keeping the number of tabs open to a minimum and running your PC on a suitable resolution (920 x 1080). When using the filter options, the more depots you are viewing the slower the module will be. We recommend viewing no more than 5 depots at a time. You can also make adjustments to your web browser by turning off Hardware Acceleration and ensuring the Memory Saver option is turned on. This can be done by performing a search on your preferred web browser.
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