Troubleshooting - Installation Calendar

Owned by Stephanie Pepper (e-manage|ONE)
Last updated: Sept 17, 2024
3 min read

Missing Items on Installation Calendar

If you notice some items are not showing on your Installation Calendar it could be that you do not have the correct types configured properly. To ensure your calendars are configured properly see Installation & Service Calendar Filters which should be setup with every new employee/user.

If the setting mentioned above is configured correctly, some items may be “missing”/not showing up on the Installation Calendar because it only loads three months worth of installation items by default as there is a lot of data and launching would take a long time otherwise. If the date for the item that is not showing up on the calendar is three months from or prior to today’s date, select the date on the calendar then click on the ‘Refresh’ button in the menu located at the middle at the top of calendar.

Last scenario is the install item is ghosted, transparent or appears blank and this is due to marking the item as “Complete” within the Install Item. Some dealers prefer a visual of what installs are still open and to “hide” what has been completed. Marking the install as complete within the Install Item window only affects the visual of the calendar meaning this completion date does not carry through anywhere else in the system. See here for how you should properly complete an installation to carry through to several reporting parts of the system. To bring the install item back from showing transparent simply double click on the Install Item and remove the install completed date > Save.

Installers Not Printing on Work Order 

You must connect the installer to the installer in their Employee Record under Human Resources.

Available Subcontractors in Implementation Item Window

If you do not see the Subcontractor needed in the Implementation Item window then you will need to make sure the Subcontractor is entered into your database as a Vendor and marked off as "Subcontractor".

Work Order Note Not Printing on Work Order/Delivery Ticket 

If the Work Order Note is not printing on the Delivery Ticket, check the set up in the Administrator Program. While logged into the Administrator Program, select Tools > Reports / Logo Setting. At the bottom left, in the “Note types that will appear on Work Order” section, check the box next to “Work Order Note”. If you prefer a different note type to show up as well, this is where you would set it up.

Project Order Not Showing in the “To Be Scheduled” Area of the Install Calendar

If you are not seeing the Project Order in the lower section of the Installation Calendar to be scheduled, it could be due to one of the following reasons below:

  1. It has been previously scheduled. The easiest way to see when a Project Order has been scheduled, is to open the Project → Print Reports (top toolbar) → Work Order.

  2. The Project was not initially marked as “Requires Installation”.

  3. The “Requires Installation” setting was changed and deselected to “Requires Installation” in the Order Entry module.

  4. The project has been cancelled.