AllsystemsMax Pro opens with the Schedule tab showing the schedule for today. If nothing is scheduled yet, then either click on another date or click on the search box (or Show All Dates button) to see all dates. Here is a view of the lefthand portion of a sample screen:
Continue your search in All Dates View by entering any part of the customer name or any of their phone numbers. Don't worry about the way your phone numbers are formatted. All characters except numbers are ignored. Just entering the numbers will be faster.
In All Dates View, dates are color coded. Grey/orange represents past, white represents today, and yellow represents the future. This screenshot was made on 01/13/2017, so it has a white background. The others are grey/orange.
Here the power grid is sorted by date descending but you can sort by any column by clicking on a column header. Click once for ascending order. Click again for descending. All column headers in all grids have this capability.
Grouping, by dragging and dropping a column header on the grouping bar (the blue area in the example above), will also help you to organize and locate scheduled work. See the Power Grid document for more about the grids used in AllsystemsMax Pro.
A repair order is selected by a single mouse click. A blue background highlights your selection, and makes it active. The active R.O. is opened by switching to the Repair Order tab at any time, but a double mouse click will both select and then also immediately open it. Double clicking is faster.
Note that if you switch to a single date from 'All Dates' view by clicking on the small calendar, there may not be any job highlighted even though there is still an active R.O., it's just on another single date not in view. The active R.O. always remains active until another one is selected.
When returning to the schedule tab from any other tab, the schedule automatically switches to the current day's schedule. It assumes this is most likely the desired action. If you are working on a repair for a different date, past or future, remember that the last repair order selected is still active, so you can click Show All Dates button and quickly locate it, as it will be highlighted with a blue background.
Enlarge the calendar by clicking on the double arrow found to the right of the calendar. This view provides additional information about your appointments. The days in the big calendar are clickable and can be used to switch days, same as the small calendar.
