Method of scheduling appointments

• US 7,359,864 B2
• Filed: 11/27/2002
• Issued: 04/15/2008
• Est. Priority Date: 11/27/2002
• Status: Expired due to Fees

• Current Assignee: David C. Mccreight, Kent R. Carlson
• Original Assignee: David C. Mccreight, Kent R. Carlson
• Inventors: McCreight, David C., Carlson, Kent R.
• Primary Examiner(s): Doren; Beth Van
• Assistant Examiner(s): PATS, JUSTIN
• Application Number:
  US10/306,358
• Publication Number:
  US 20040102983A1
• Time in Patent Office: 1,966 Days
• Field of Search: 705/9
• US Class Current: 705/7.25
• CPC Class Codes: G06Q 10/04 Forecasting or optimisation specially adapted for administrative or management purposes, e.g. linear programming or "cutting stock problem" market predictions or forecasting for commercial activities G06Q30/0202
• CPC Class Codes: G06Q 10/06315 Needs-based resource requirements planning or analysis
• CPC Class Codes: G06Q 10/109 Time management, e.g. calendars, reminders, meetings or time accounting
• CPC Class Codes: G06Q 10/1095 Meeting or appointment
• CPC Class Codes: G06Q 10/1097 Task assignment

Abstract

A method is provided for scheduling an appointment by a service provider and for load leveling by the service provider. In the context of a vehicle collision repair service provider, the instant invention permits the service provider to balance the intake and outflow of new repair jobs to improve the work flowing through the service provider'"'"'s facility. Through the instant invention, job drop-off slots and job delivery slots are allocated throughout a production period based upon production goals and capacities for the service provider. The program determines a first available drop-off slot for a specific job and presents the slot as a possible schedule option for scheduling the appointment. Load leveling between multiple facilities of a service provider is accomplished by allowing one facility to access the schedule database of an other facility and schedule appointments.

Claims

1. A method of scheduling appointments, said method comprising the steps of:

allocating job drop-off slots of varying size categories throughout a production period based upon a provider'"'"'s sales goals;

requiring that a job delivery slot correspond to each job drop-off slot;

estimating a time necessary to complete a vehicle collision repair job for a customer as an estimated time;

classifying said collision repair job into one of said size categories based upon said estimated time;

selecting a desired drop-off day within said production period and repeating the following steps until at least one appointment option is presented;

if a job drop-off slot of said size category of said job is available on said desired drop-off day, then adding said estimated time to a daily drop-off total hours already scheduled to determine a projected daily drop-off total, and

if said projected daily drop-off total is less than a daily drop-off maximum, then adding said estimated time to a weekly drop-off total hours already scheduled to determine a projected weekly drop-off total, and

if said projected weekly drop-off total is less than a weekly drop-off maximum, then calculating a projected delivery date, and

 

if a delivery slot is available on said projected delivery date, then presenting said desired drop-off day as an appointment option,

 

else proceeding to a next desired drop-off day if a delivery slot is not available on said projected delivery date,

else proceeding to a next desired drop-off day if said projected weekly drop-off total is greater than said weekly drop-off maximum,

else proceeding to a next desired drop-off day if said projected daily drop-off total is greater than said daily drop-off maximum,

else proceeding to a next desired drop-off day if a job drop-off slot of said size category of said job is not available;

permitting said customer to accept or reject said at least one appointment option; and

upon acceptance of said at least one appointment option by said customer, scheduling said job for said appointment option, consuming said drop-off slot of said accepted appointment option, consuming said delivery slot of said projected delivery date of said accepted appointment option, and increasing each of said daily drop-off total and said weekly drop-off total by said estimated time.

2. A method of scheduling appointments, said method comprising the steps of:

allocating job drop-off slots of varying size categories throughout a production period based upon a provider'"'"'s sales goals;

requiring that a job delivery slot correspond to each job drop-off slot;

estimating a time necessary to complete a vehicle collision repair job for a customer as an estimated time;

classifying said collision repair job into one of said size categories based upon said estimated time;

selecting a desired drop-off day within said production period and repeating the following steps until at least one appointment option is presented;

if a job drop-off slot of said size category of said job is available on said desired drop-off day, then adding said estimated time to a daily drop-off total hours already scheduled to determine a projected daily drop-off total, and

if said projected daily drop-off total is less than a daily drop-off maximum, then adding said estimated time to a weekly drop-off total hours already scheduled to determine a projected weekly drop-off total, and

if said projected weekly drop-off total is less than a weekly drop-off maximum, then calculating a projected delivery date, and

 

if a delivery slot is available on said projected delivery date, then presenting said desired drop-off day as an appointment option,

 

else proceeding to a next desired drop-off day if a delivery slot is not available on said projected delivery date,

else proceeding to a next desired drop-off day if said projected weekly drop-off total is greater than said weekly drop-off maximum,

else proceeding to a next desired drop-off day if said projected daily drop-off total is greater than said daily drop-off maximum,

else proceeding to a next desired drop-off day if a job drop-off slot of said size category of said job is not available;

utilizing payment source information for said job to further determine whether a specific drop-off slot is available;

permitting said customer to accept or reject said at least one appointment option; and

upon acceptance of said at least one appointment option by said customer, scheduling said job for said appointment option, consuming said drop-off slot of said accepted appointment option, consuming said delivery slot of said projected delivery date of said accepted appointment option, and increasing each of said daily drop-off total and said weekly drop-off total by said estimated time.

3. A method of scheduling appointments, said method comprising the steps of:

allocating job drop-off slots of varying size categories throughout a production period based upon a provider'"'"'s sales goals;

requiring that a job delivery slot correspond to each job drop-off slot;

estimating a time necessary to complete a vehicle collision repair job for a customer as an estimated time, including applying a supplement factor and/or cycle-time factor to said estimated time necessary to complete said job;

classifying said collision repair job into one of said size categories based upon said estimated time;

selecting a desired drop-off day within said production period and repeating the following steps until at least one appointment option is presented;

if a job drop-off slot of said size category of said job is available on said desired drop-off day, then adding said estimated time to a daily drop-off total hours already scheduled to determine a projected daily drop-off total, and

if said projected daily drop-off total is less than a daily drop-off maximum, then adding said estimated time to a weekly drop-off total hours already scheduled to determine a projected weekly drop-off total, and

if said projected weekly drop-off total is less than a weekly drop-off maximum, then calculating a projected delivery date, and

 

if a delivery slot is available on said projected delivery date, then presenting said desired drop-off day as an appointment option,

 

else proceeding to a next desired drop-off day if a delivery slot is not available on said projected delivery date,

else proceeding to a next desired drop-off day if said projected weekly drop-off total is greater than said weekly drop-off maximum,

else proceeding to a next desired drop-off day if said projected daily drop-off total is greater than said daily drop-off maximum,

else proceeding to a next desired drop-off day if a job drop-off slot of said size category of said job is not available;

permitting said customer to accept or reject said at least one appointment option; and

upon acceptance of said at least one appointment option by said customer, scheduling said job for said appointment option, consuming said drop-off slot of said accepted appointment option, consuming said delivery slot of said projected delivery date of said accepted appointment option, and increasing each of said daily drop-off total and said weekly drop-off total by said estimated time.

4. The method as set forth in claim 3, further including the step of updating an average supplement factor and/or cycle-time factor based upon information about said job.