Work, Sent, and Records: Tracking Jobs, the Dashboard, and the Calendar in Blue Collar Parts
How to find your jobs in Blue Collar Parts: the Work, Sent, and Records lists, the dashboard tiles, the calendar of next service dates, adding visits to Google Calendar, and looking up a record.
- Published
Blue Collar Parts keeps every job in one of three places: Work, Sent, or Records. The dashboard summarizes them, and the calendar shows what is coming up.
Work, Sent, and Records
Open Work and records. It has three lists:
- Work: jobs in progress and completed jobs you have not sent yet. A completed job stays private until you send it. Jobs ready to go carry READY TO SEND; open one with SEND RECORD, or pick up unfinished work with RESUME or BEGIN.
- Sent: records sent to the customer and waiting for them to confirm. (Open Sent)
- Records: records your customer has confirmed. (Open Records)
The dashboard
The dashboard shows tiles for CUSTOMERS, EQUIPMENT, IN PROGRESS, COMPLETED, SERVICE OVERDUE, DUE WITHIN 30 DAYS, and READY TO SEND, with views for maintenance status and recent service events.
The calendar
The calendar shows a Forecasted schedule: next service dates from completed service events, alongside the work already on the books, with a list of UPCOMING NEXT SERVICE. It is your own schedule; your customer is not notified.
To put a visit on another calendar, use Add to calendar, then Add to Google Calendar or Download .ics.
Look up a record
Look up a record searches your own account by serial, unit identifier, VIN, or customer number. Results are limited to your account.
Links into the app open your account. If you are not signed in, you will be asked to sign in first.