Why isn’t a field agent or crew available for selection when creating a service appointment? What does "Not available in this territory" mean while assigning a service resource in a service appointment?
- The field agent or crew must be assigned to the same territory as the work order
- They must be active in that territory during the scheduled appointment time
- If not, they will either:
- Not appear in the Service Resource dropdown and will be shown "Not available in this territory"
- Assign the field agent or crew to the required territory under Setup > Workforce > Agents/Crews > Territories.
- Change the work order's territory to match the field agent's existing assignment (if appropriate).
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