WinSched Client is the primary scheduling tool. This product can be used in either a Single user or Multi-user installation. All scheduling on your local network can be done using the WinSched 3.1 Client software. With simple Drag/Drop operation, simple edit forms and one click reports, basic scheduling is an extremely easy task. Advanced features allow you to get the full value of your scheduling data.

Features

Below is a list of just some of the many features available in WinSched.

Holidays

Holidays are a very important part of any scheduling task. Since not everyone has the same holidays, In addition to the pre-programmed holidays, WinSched lets you edit and add your own holidays. Holidays can be set as either working days or non-working days. Most people work on Valentines day but it can be a bad one to forget. Thanksgiving is another holiday that can cause you grief if you forget it. Since Thanksgiving moves around every year, it is easy to accidently schedule jobs on that day a month in advance.

User Manager

A big part of a multi-user scheduling tool is controlling who can modify what. WinSched gives you complete control of which users have rights to different functions of WinSched. Salespeople need to be able to edit their Schedule Requests but not Requests from other Salespeople. Schedulers need to be able to create and edit Schedules and convert Requests into Schedules. Administrators usually have additional rights that allow them to edit Mechanics and User rights. With over a dozen different rights, you have complete control over each user.

History

When changes are made to schedule information, an entry is made in a history log. This is useful in allowing you to find out who changed a schedule when and why. Being able to track changes to a job back to when it was initially placed on the schedule board is a valuable when talking to a customer or Mechanic.

Reports

WinSched includes many powerful reports when installed that can be run with just a click of the mouse.

New reports can be quickly created and saved to better fit your way of doing business. Pick a Filter to limit which schedules are shown. Select the Order schedules will be listed (for example: do you want the results sorted by Mechanic, StartDate or Job Number). Use a wizard to quickly design a Layout View to organize the results in the way you want to see them.

Reports also allow you to drill-down on a result line and open an edit form for the selected schedule.

Display Formats

Display formats are used throughout WinSched to define how schedule information is displayed. Use conditional Display Formats to show special colors or formats when special conditions exist. You can quickly switch between display formats to view your data differently. You may want to view your schedule board by Job Number and Hours initially, and Location to view which jobs are close to each other.

Schedule Boards

The Schedule Board is the main tool in WinSched. It provides an efficient view of your scheduling information. For more specifics on the Schedule Board, click here.

Calendars

A traditional calendar view is an alternative way to view your data. While not as efficient as the Schedule Board, people are often more comforatable viewing information on a calendar. You can quickly open a calendar for a single Mechanic or for all schedules with a simple click of the mouse. For more details on the Calendar view, click here.

Auto Scheduling and Overscheduling Rules

When you have a crowded schedule board, finding a free slot for a new job can be time consuming. The Auto Scheduling tool helps you quickly find the earliest slot for each of your Mechanics taking into account how many hours each Mechanic works each day.

Overscheduling Rules, when enabled, help you assure that users can't schedule more jobs than there are Mechanics available. This rule coupled with the Auto Scheduler, greatly reduces the time and effort required to schedule your jobs.

Maps and Directions

The first thing Mechanics need to know when they get their schedules is a map or directions to the job. WinSched handles this easily by allowing you to click a link on an edit form and the map is displayed in a new window. Depending on your installation, the address used for the map may come from your schedule information or linked invoice information.