How to Schedule a Sales Job in the Workshop Diary

Sales vehicles often need preparation or rectification work before handover.
If the job remains unscheduled, technicians will not see it in their diary, and the work may be delayed.
This process ensures sales jobs are properly accepted and scheduled for completion.

When to Use

Use this process when:

• A job appears under the Sales Work tab.

• The job status is SALES - NO DIARY.

Steps

1. Open the Workshop Diary.

2. Go to the Sales Work tab.

3. Locate the job with status SALES - NO DIARY.

4. Accept the job into the workshop.

5. Book the job into the diary on the required date and time.

6. Once booked, the system updates the job and allows technicians to clock on as usual.

Key Points

• Sales jobs do not book automatically into the diary.

• A Workshop team member must manually accept and schedule each job.

• Technicians can only clock onto the job once it is entered into the diary.