1. Diary Layout
The diary provides a visual representation of scheduled events, jobs, and estimates for engineers. It includes multiple viewing options to accommodate different scheduling needs.
View Options
Daily View: Displays a single day’s schedule.
Weekly View: Shows the entire week.
Two-Week View: Displays a fortnight.
Monthly View: Offers a month-long overview.
Key Components
Calendar: Displays the current month, allowing navigation between dates.
Event Entries: Each event appears as a colored block, indicating the type, time, and assigned engineer.
Time Slots: The diary is divided into time segments for clear scheduling.
User View: Allows filtering to display events for specific engineers or user groups.
2. Navigation
Changing Dates: Use calendar navigation or arrow buttons.
Scrolling: Scroll vertically to view different time slots and horizontally for multi-day views.
Zooming: Adjust the zoom to display more or fewer events.
3. Managing Events
Event Types
Normal: General events or reminders.
Estimate: Scheduled estimate visits.
Job: Booked jobs for properties.
Opportunity: Sales opportunities (Only available with the Sales CRM product).
Creating Events
Navigate to the Diary tab.
Select a date and time slot.
Choose the event type.
Fill in event details, including customer, engineer, and notes.
Save the event.
Viewing & Editing Events
Click an event to open its details.
Click Edit in the side panel to modify the event.
Drag and drop events to reschedule them.
4. Special Features
Landscape Diary View
Engineers appear in rows instead of columns for a more compact display.
Nearby Events
Allows scheduling jobs close to existing appointments, reducing travel time.
Engineers already near the destination can be assigned, cutting down on travel costs.
The Diary Side Panel
The right-hand sidebar provides quick access to various diary functions:
Filters: Customize which users or user groups appear.
Job Sheets: Print job sheets and summary reports.
Customization Options: Adjust the diary layout and color schemes.
5. Additional Features
Map View: Displays event locations on a map for better planning.
Color Customization: Adjust the diary's color scheme to differentiate users or job types.
Exporting & Printing: Print job sheets, download diary data, and generate summary reports.