How the schedule works
The Schedule tab shows the week at the top and, below it, the visits of the chosen day, in time order. An order shows up on the schedule by the day and time of its Visit; there's nothing else to set up.
- Visit
- The day and time you'll do the job. That's the date the schedule shows.
- Ready by
- When the job is ready for the customer. It shows on the order ("Ready today, 12:00") and is what marks the order as overdue.
See the week and the month
Days with visits get a dot under the number. Each row of the day shows the customer and the time, the status and the order number, and the vehicle or device. An overdue order shows in red, with how many days it's late.
- Tap the Schedule tab.
- Use the arrows next to the month to go to the previous or next week.
- Tap a day to see its visits.
- Tap a visit to open the order.
Book a visit
Booking means filling in the order's Visit. You can do it when you open the order or later, once the customer approves.
- In New order, tap More options and then Visit. On an order that's already saved, tap … at the top and Schedule date and time.
- Pick the day and the time.
- Save. The order shows up on that day of the schedule and the reminder is set on the phone.
Reminder before the visit
The phone gives you a heads-up shortly before each booked visit. The reminder is set on the phone itself, so it arrives even with the app closed.
How early
- Disabled
- No reminder before the time.
- 15 min before
- For when you're already near the customer or at the shop.
- 30 min before
- The default.
- 1 hour before
- For short trips.
- 2 hours before
- For far-away jobs or ones where you need to pick parts.
Change how early
- Tap the profile button at the top of Home and go to Reminders.
- Tap Before the scheduled time and pick how early.
Who sees what
If someone works with you, the schedule follows each person's role. Whoever runs the work can see just one person's visits: in the … menu, tap Whose and pick the name. The schedule shows the orders where that person is Responsible. To go back, tap Show all.
| Role | Orders on the schedule | Pick whose |
|---|---|---|
| Administrator | All | Yes |
| Manager | All | Yes |
| Supervisor | All | Yes |
| Consultant | Only the ones they opened | No |
| Technician | Only the ones they opened | No |
FAQ
What's the difference between Visit and Ready by?
Visit is when you'll do the job; it's what shows on the schedule. Ready by is when the customer can pick it up or get it back. Both are optional.
Why didn't I get the reminder?
Check three things: that the order has a day and time in Visit, that Before the scheduled time isn't set to “Disabled” in Reminders, and that PraticOS notifications are allowed in the phone's settings.
Does the technician see everyone's schedule?
No. Technician and Consultant only see the orders they opened. Administrator, Manager and Supervisor see all of them and can pick whose to show.
Does it work on iPhone and Android?
Yes. The schedule and reminders work on both, using the phone's own notifications.