Smart Scheduling via Agent Confirmation

 

We’re excited to introduce a smarter and more streamlined way to manage dispatched service appointments in Zoho FSM!

Feature Highlights 

Field agents can now approve or reject service appointments assigned to them—helping reduce unnecessary workload and ensuring jobs are handled by agents who are available and ready, thus empowering them to manage their workload.

A new transaction setting, Field Agent Appointment Confirmation, gives you full control over this process. Once an appointment is dispatched:

• The agent can Approve or Reject it.
  
  
  
  
• The assigner can Pull Back the appointment before the agent responds.
  
  
  
  
• If an agent rejects an appointment, it’s automatically routed back to the assigner for quick reassignment.
  

An Approval Tasks tab that provides two views—My Approval Tasks (pending your action) and My Submitted Tasks (appointments submitted for approval)—will be available.

Why This Matters? 

• Improved Scheduling Accuracy
  Ensures appointments are only accepted by agents who are available and equipped to complete the job.
  
  
• Balanced Workload Management
  Prevents mis-assignments and avoids overloading agents with jobs they can’t take on.
  
  
• Increased Operational Agility
  Pull-back functionality enables quick reassignments whenever priorities shift.

Start using the Field Agent Appointment Confirmation feature today to bring greater flexibility, control, and efficiency to your field operations in Zoho FSM!

 

Please refer to the help documentation for details. Do feel free to leave a comment below or email us at support@zohofsm.com if you have any questions.

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