Make an Estimate for every appointment- This helps you in more ways than the schedule, but by making the estimate and placing the labor on it, you automatically tally the hours. Once you have Estimate built, place it on the correct day.
Time loading. You need to know your daily time load — the number of hours you want to set aside for each tech. With that knowledge, it will be easy to see which days are full and which can take more.
Carry-over jobs. You need to input carry-over labor to next day. We make a manual entry so we don’t double book.
Tech assignments. We use the Notes field to input the tech’s initials. While this does not tally hours for each tech, one can easily see who has too many jobs and who doesn’t. You can do the same with special items like lift assignments.”