As stated in an earlier post, we think subtracting rather than adding is preferable when it comes to user interface design. Today we added value by subtracting a feature. The feature was that the user had to click a check box next to the email reminders on the event detail screen in order to activate the reminders. Quite frankly I am not sure why we ever required this. It may have been as a precaution so that the user was not inadvertently spamming the customer, but that would only be the case if somehow hundreds of records were set with reminders. In any case we are still testing this subtraction, and as long as the cron jobs function, it has been working. It should be released into the live version within a week.
Above is ye olde busy interface (a detail of the event screen, showing the reminders), and below that is the new, cleaner and less clicky version.
The email templates, which are created by the user, are accessible under the Admin tab. Using merge fields, a sample letter can be created. Once created, these email templates will show in the drop down selection next to each reminder, and different reminders can be selected depending on whether the email is going to the customer or the tech.
With Real Scheduler, there has always been the ability to add equipment, edit equipment or otherwise manage equipment at a client’s location. When a service job is entered, it can be associated with that equipment. Now we have added the ability to install, remove, edit and manage components installed on equipment. Examples of equipment might be PCs, engines, instruments and so on. Components installed might be RAM (on a PC), Supercharger (on an engine), Keyboard (on a piano); you get the picture. Just like equipment, component information is kept track of, including date installed, make, brand, capacity, condition, etc.
Here we have the equipment detail screen, with the event and components associated with the equipment in familiar grids.
When adding a component to equipment, a pop up opens, and allows the user to either add components that are already recorded, or to add a new component on the fly.
The drop down list that appears using auto-complete, shows only equipment that was marked for “use as component” when it was created. By default, components that are added on the fly using the Add Component pop up are marked as “use for component”.
A component can be added to a component which is installed on equipment. There is currently no limit to the number of layers of installations.