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Aliquot: Utilizing the Scheduling Feature

Csutomer Schedule

Updated this week
  1. Launch Aliquot: Log into Aliquot using the browser of your choice.

    • We recommend Chrome, Edge, or Safari for the best compatibility.

  2. Customers: Navigate to the "Customers" section at the top of the screen.



  3. Customer Schedules: Click on the "Customer Schedules" section under the ribbon.

This brings up the Customer Schedule List

Customer Schedule List

  • Lists customers here.

  • Shows Manager and Sales Rep for the company

  • It outlines the report schedule completion in progress

  • Indicates if the customer's report schedule was completed on time (Service Met)

  • View historic schedules by year and date using the left-hand filter.


Single Customer

Schedules

  • Click on a customer to bring up their Schedules.

  • The Customer Window shows:

    • Customer's manager and sales rep

    • Service by month

      • Blue months are active on the schedule

      • Report type needs to be assigned to active months

  • Unassigned users can be assigned to the customer manager

You can set up schedules by month as needed. Each active month requires a report type assignment. In the example, January through July are active, with March omitted. Report types for each month include Service, Operator, Lab, and Visit Reports.


Single Customer

Details

Customer details will show up under the Details tab.

This includes:

  • Address

  • Final reports and drafts.

  • Customer Analytics for the past 6 months

History

The History tab shows schedule compliance for the selected customer.

This includes:

  • Report Name

  • Schedule Date and Report Date

  • Author

  • Report Status

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