Setting up Job classes

Job classes allow you to group how many jobs you can do on a specific day and by extension throughout the week.  We can use the job classes to specify jobs by several different classes including but not limited to: hours per job, vehicle per day and cost per job.  This will allow you to further determine from lite to heavy how many of each job you will take per day.  This article will show you how to set up job classes that best suit your needs. 

Step 1: In order to access Job classes, first click the Settings icon on the left-hand side of the screen that looks like the image below.  After that, proceed to the "Repair Schedule" tab on the top of the screen. 

Step 2: After entering the "Repair Schedule" tab look towards the bottom of the screen and press the little plus sign under "Setting Up Job Class" which will bring up a screen like the image below.  This screen is where you create your custom job classes.  You can choose to set your job classes by hours per job, vehicles per day, price per job and anything else you wish to add.

Step 3: Assign a Job Class #: This is simply a number assigned to a specific job class.  As you book people into the schedule or give customers the ability to schedule their own repair appointments, the number allows you to identify which job class you assigned to a customer's repair.

Step 4: Add a Job Class Name: This is the name of the job class that you are creating.  A good idea is to give a breakdown of the job class name in brackets next to an identifier of how much work the job will be.  An example of this is "Lite (0-10 hrs)" or "Heavy (40 + hrs)."  This way you and anybody who works with BodyShop Booster in your shop can look at the number or the name and determine an idea of how much work is roughly required.

Step 5: Assign a Color: This is a color that identifies the job class.  You can choose any color you want and use it as a unique identifier.

Step 6: Set Max Hours For Job Size: This is the max amount of hours per job class. 

Step 7: Set Max Jobs Per Day: This allows you to determine how many of a specific type of job you are willing to take per day.  This makes sure that you do not overbook on any given day. 

You can create multiple job classes and assign them to a customer looking to come in for a repair.  It is important to note that we must set up the calendar in order to ensure customers get automated reminder messages concerning their repair appointments