Shop Planner columns

Depending on your setup, you may not see all available columns when you open Shop Planner. You can select which columns are shown by:

  1. Selecting the triangle beside a column header.

  2. Selecting Columns.

  3. Selecting the checkboxes for the columns you want to see.

  4. Clearing the checkboxes for the columns you don’t want to see.

This illustration shows a user selecting the columns to show in Shop Planner.
A user is selecting columns from a pop-up menu.

Customize the column view

You can drag columns across the page to customize their order. If you want to keep your changes, select Save Page State Save Page State. Otherwise, Shop Planner will return to the default view the next time you open the page.

Sort by Shop Planner columns

You can sort the data in the Shop Planner by selecting any column heading. Click once to sort by that column in ascending order. Click twice to sort in descending order. Click a third time to return to the default sort.

In this illustration, the user is sorting by the Opened date in ascending order. A column sorted by Opened date

All Shop Planner columns

Bay
Estimate
Component
Code Key
Address 1
Address 2
City
Customer
Email
Fax Number
Fed Tax Id
Main Phone
Name
Phone Ext
State
Tax Exempt
Zip Code
Opened
Driver Location
Driver

Driver Phone
Date In
Date Out
Est Time
Inspection
Order Type
RO Status
Current Amount
Repair Estimate
Order
Plan Status (...)
PO Number
Priority (The Priority icon: A triangle with an exclamation point in the center)
Description
Activity
Cost Center
Department
Unit Description
Division
Domicile

Make
Model
Model Year
Physical Shop Location
Unit
Unit Type
Boom Serial Number
Qualcomm Serial Number
Chassis Brand
Trailer Dimensions
Trailer Door Type
Unit User Defined Field 6
Unit User Defined Field 7
Unit User Defined Field 8
Location
Vendor
Created By
Created On
Order Status Color