Calendar

From Kiosk Documentations
Revision as of 20:30, 4 May 2016 by Lance (Talk | contribs) (How to Add a New Job)

Jump to: navigation, search

Menu calendar.jpg

The calendar is a good way to create and manage your schedules, whether it be for inspections, treatments, or generic appointments.

The schedule for the current day will always be located in a box on the right of the homepage.

CalenderMWD.jpg
Monthly, weekly, daily calendar templates are available according to users’ various needs.
Users may skip forward and backward a day, a week, and a month by pressing the arrow icon on the left top.


How to Add a New Job


  1. Select CALENDAR from the navigation menu - the Calendar window will pop up.
  2. Click on New Job.JPG located at the top left corner.
  3. Choose the time of the job by clicking and dragging the blue squares,
    • or manually inputting the time using your keyboard.
      • Alternatively, if the job is happening at the moment, you can select NOW on the bottom left corner.
  4. Click on the empty box right next to the time. Select the date of your job from the mini calendar that appears.
    • You can change the month by clicking on the highlighted arrow keys:
  5. Change the duration of the job. You can change hours/days by clicking on the drop down arrow.
  6. User can select the type of job by clicking the options located on the right:
    • The following input boxes will change accordingly.
  7. Save the entry by clicking Confirm.JPG.

The Field Sheet

FieldSheet.jpg
If the event is an inspection, Termite Kiosk allows users to save/print a Field Worksheet. This option allows for the inspector to have a hard copy of the form to fill out on the job, so when it is finished, the user can easily transfer the information into a termite report on the computer.

Treatment Schedules

Treat.jpg Search Reports.jpg

  1. Click on the Search.JPG
  2. Select an inspection report that needs treatment
  3. Save the entry by clicking Confirm.JPG.

Managing the Calendar

Calenderfill.jpg Dashboardwcalendar.jpg
Inspection: DARK BLUE Treatment: BLUE Generic: SKY BLUE Completed Jobs: BLACK

Export Routes

Exportroutes.jpg Exportgmap.jpg
TermiteKiosk, using Gooogle Map, helps user to find the fastest routes to the destination accordance with calendar schedule.
Click the "Include my compnay address as first entry" on the top left and select the destination and click "Export to Google Maps."
Then Google Map will suggest the best route to the destination.

Clear the Calendar

Clear.jpg
In order to clear out the jobs that have been done, user may select the schedule box in the calendar and click “Clear Event.”
Before the user clear the Inspection schedule, he or she may choose the options next to the “Clear Event” button.
The dropdown menu allows user to choose to just 1) Return to calendar, 2) Create a termite report after inspection in the
"Termite Report section or 3) open the termite report directly.
For the Treatment schedule, it will only allow to 1) Return to calendar or 2) Open the termite report.
For the generic schedule, obviously, these options do not require.

Onetogo.jpg Ztoone.jpg
Since the user inspected the property, the termite report can be created directly within the calendar section.