MarineOps Help
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Help Center β€Ί Road Calls & Scheduling

The Schedule

Book drop-offs and road calls and see each tech's capacity.
Included in: Every plan

The Schedule is where drop-offs, pickups, shop work and road calls get booked, and where you see at a glance whether each tech's day is full. It has several views of the same appointments β€” pick whichever fits the question you're asking.

The views

ViewAnswers
πŸ“… BookingsWhat's coming in this week, hour by hour (Week or List)
πŸ”§ Tech BoardWho's working on what today, and how full each tech's day is
πŸ•οΈ Bay BoardWhich bays are booked over the next two weeks (Pro and up)
πŸ“† Month ViewThe whole month at once
πŸ—ΊοΈ DispatchToday's road calls and boats waiting to be dispatched

Use β€Ή Prev, Today and Next β€Ί to move through time.

The Tech Board

Each tech gets a row across the day. Booked jobs show as blocks, and the bar under each name shows booked flag hours against that tech's daily capacity β€” so you can see who has room before you promise a customer a day.

Tech Board
The Tech Board. On the right, Unscheduled lists open repair orders that don't have a time yet β€” drag one onto a tech's row to schedule it.
Each tech's daily capacity is set on their staff record (Daily Flag Hour Capacity β€” see Adding Staff).

Book an appointment

  1. Click New Appointment.
  2. Pick the type: Drop-off, Pickup, Consultation / Estimate, Shop Work or Road Call.
  3. Choose the customer, the date, time and how many hours it should take.
  4. Add the customer's concerns β€” one per line. On Pro and up, ⚑ drops in a canned job.
  5. Add internal notes if needed and click Save.
New Appointment window
New Appointment.

When the boat arrives, check it in from the appointment (or its repair order) and the concerns you typed carry over.

Scheduling an existing repair order

On any RO that says ⚠ Not yet scheduled, click Schedule Now to give it a date, time and tech β€” or drag it from Unscheduled on the Tech Board.

Month View

Month view
Month View: every appointment for the month.

Who can see what

You can limit techs to seeing only their own jobs, or only the Tech Board, with the schedule permissions under staff permissions.

Still stuck? Send us a message (or email [email protected]) and tell us what you were trying to do β€” we answer within one business day.