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Part 2 – System Customization - 9 -
Scheduler Setup
Quantrac 2005 includes a unique and very efficient means of creating, scheduling, processing, and archiving
service calls and installations. You have the ability to create, process, and archive an unlimited number of service
calls or installation calls for any jobsite. In order to fully utilize the scheduling capabilities of this system, you
must first customize the scheduler to you company’s operation.
Click “Setup|Schedule” on the menu bar to display this form, which lists the times of day that your service and
installation calls are due. We have pre-programmed a scheduler setup for your convenience…which you may use
or modify as you wish.
You may wish to modify this list for your company. For example, instead of “Morning”, you may wish to use “8-
10 a.m.”
1.
The Time Due field will appear in a
drop-down list in each service call.
When entering a service call, you
will choose one of the times as the
scheduled time to serve the
customer.
2.
The Order field is used by HVAC
Office’s Scheduler. The system
will organize your day’s service
and installation calls based on the
Order column in this setup step.
Please order your list accordingly.
Some examples of the schedule set-up and prioritization are:
Example 1
Example 2
Example 3
Time Due Order
Time Due Order
Time Due Order
8AM – 10AM
1.00
10AM – 12Noon 2.00
Noon – 2PM 3.00
2PM – 4PM 4.00
4PM – 6PM 5.00
6PM – 8PM 6.00
NEXT CALL 1.00
First Call 2.00
Second Call 3.00
Late Around Noon 4.00
Early Morning 5.00
Afternoon 6.00
Mid Afternoon 7.00
Late Afternoon 8.00
After Hours 9.00
Morning 1.00
Afternoon 2.00
Evening 3.00
After Hours 4.00
You may customize your daily schedule priority in any manner. The Service Scheduler will always list your pre-
determined highest priority calls at the top of the list. For instance, on any given day, a call with the priority 8AM
– 10PM (as in example 1 above) would be listed first in the list of calls for that day. See Scheduler in Part 2 of
this manual. We recommend that you enter “NEXT CALL” as your highest priority schedule for scheduling each
technician’s next scheduled call. (see Example 2 above)
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