Scheduling
Book jobs in for a date and time, and use the calendar to see work, reminders, quotes and scheduled messages across the month.
In WRMS Pro, a booking is simply a work order with a date and time. You book work in from the calendar, the Work Board or the work order itself.
When to use it
- A customer rings to book a service next Tuesday.
- You want to see how busy the month looks.
- You are checking what is due: reminders, open quotes and messages waiting to go out.
Book a job in
The calendar
The calendar shows a month at a time. Filters at the top switch each type on or off:
| Filter | Shows |
|---|---|
| Services | Work orders, coloured by status (Pending, In Progress, Waiting Parts, Completed). |
| Reminders | Reminders on their due date, marked Upcoming, Overdue or Done. |
| Quotes | Quotes by date, with their status. |
| Messages | Scheduled messages, Queued or Sent. |
The summary shows the month's Services, Overdue items, Pending Quotes and Revenue. Select a day to list its events, and select an event to open it.
Right-click a day for more: New work order, New reminder, New quote and Schedule message.
Working hours and week start
Set the Work Day Start, Work Day End and Week Start Day in Settings → Workshop and Settings → Localization. The Work Board uses them to lay out the day.
Permissions
The calendar is available to anyone with Work Orders → View. Creating items from it needs the matching create permission.
Still need help?
Email support@wrmspro.com or use the contact form. Signed-in users can also send a request from Settings → Support.