Express Calendar

CALENDAR The Express calendar is used to set estimate appointments, schedule drop-offs, and track when cars should be delivered. The calendar is accessed by pressing the Calendar button at the top of the main screen. When the calendar opens, the current month and day will be highlighted.

Search Button – Searches for appointments (see Finding an appointment below).

Filter – Filters the calendar by writer or insurance company.

Month Arrows – The arrows to either side of the month will allow the user to scroll the display to different months.

Magnifying Glass Icon – When in the month display, this will change to a week display. When in the week display, this will open the daily display.

Printer Icon – Prints out a calendar report.

Appointments can be one of five colors depending on the vehicle status.

Red – Red entries are usually used to track appointments for estimates. Red entries do not have a repair order associated with them.

Yellow – Yellow entries denote when a car is scheduled to be dropped off at the shop. There will be a RO associated with this entry. That RO will have an entry in the Date In field and that date will be where the yellow entry will appear on the calendar.

Green – Green entries indicate cars that should be ready to be delivered on the date of the entry. RO that have the In Shop Boxed checked and an entry in the Date Due field will show up in green on the date that is in the Date Due field.

Orange – Orange entries are jobs that have been completed but have not been delivered or dated out. ROs that have the In Shop checked and an entry in the Date Completed field will show up in orange on the date in the Date Due field.

Gray – Gray entries are for jobs that have been marked as a total loss.