Permission Required: Dispatch Console

1. Click on [  ] to highlight the service appointment in the Gantt view.
   
2. Use the date filter in the Gantt area to choose a day or week for which you want to see the service appointments.
   
3. Use  to refresh the data in the Gantt area.
   
4. Click on  to collapse the left panel.
   
5. You can customize the service appointment bar to include the icon that indicates the Type of a service appointment.

You can view the details of the service appointment by either clicking on the Appointment Name in the left panel of the Dispatch Console or on the pop-out [] icon in the popup shown on clicking the service appointment bar in the Gantt.

Single day and Multi-day timeline

Absence in Dispatch Console

Holiday in Dispatch Console

The holidays added to the organization will be marked in the Gantt view (see screenshot below).

Availability in Crew

Quick Create Option For Notes

Scheduling through Drag and Drop

1. Create an appointment through drag and drop
   
2. Create appointment from Gantt
   
3. Reschedule and reassign through drag and drop
   

Create an appointment through drag and drop

1. Drag and drop a work order
   
2. Drag and drop a service of the work order
   

1. Click Create in the Work Orders List.
   Work orders can also be created from the Work Orders module.
   
   
   
   
2. In the Create Work Order overlay, enter the necessary details and click Save.
   The work order will be created and listed in the Work Orders List. You can now create service appointments for this work order.

1. Drag and drop the work order to the desired point in Gantt that corresponds to the time and agent to which you want to schedule the appointment.
   When you select the work order, all its services will be automatically selected. You can uncheck the services you want to exclude from the appointment.
   
   
   
   
2. In the Create Appointment overlay, the following details will be populated, which you can change if required. Click Schedule or Schedule and Dispatch to continue.
   a. Service
   b. Summary
   c. Scheduled Start/End Date Time
   d. Service Resource
   
   

1. Drag and drop the service to the desired point in Gantt that corresponds to the time and agent to which you want to schedule the appointment.
   
   
   
   
2. In the Create Appointment overlay, the following details will be populated, which you can change if required. Click Schedule or Schedule and Dispatch to continue.
   a. Service
   b. Summary
   c. Scheduled Start/End Date Time
   d. Service Resource
   
   

As indicated in the screenshot below, you can drag and drop by either clicking on the move icon [ ] or clicking on anywhere in the row corresponding to the work order or service.

 

Create Appointments from Gantt

1. Click on the point in Gantt that corresponds to the time and agent to which you want to schedule the appointment.
   
2. In the Create Appointment overlay, choose the work order for which you want to create the appointment.
   
   
   
   
3. In the Create Appointment overlay, the following details will be populated, which you can change if required. Click Schedule or Schedule and Dispatch to continue.
   a. Service
   b. Summary
   c. Scheduled Start/End Date Time
   d. Service Resource
   
   

Reschedule and reassign through drag and drop 

1. Reschedule an appointment
   
2. Reassign an appointment

1. In Gantt, drag and drop an appointment to a different time
   
2. In Gantt, resize the appointment
   
3. Drag and drop the appointment from the Service Appointments List to a new time in Gantt

1. In Gantt, you can reschedule an appointment by dragging and dropping it to a different time.
   
   
   
   
2. In Gantt, you can also reschedule an appointment by resizing the appointment. The minutes in the End Time will be rounded off to the nearest multiple of five.
   
   
   
   
3. Lastly, you can reschedule an appointment by dragging and dropping the appointment from the Service Appointments List to a new time in Gantt.
   
   
   

1. Schedule Start/End time
   
2. Assigned agent

Click to view the appointment details in a new window.

1. Schedule Start/End time
   
2. Assigned agent

Click to view the appointment details in a new window.

1. The drag-and-drop option will be available for appointments in the New, Scheduled, and Dispatched statuses.
   
2. If a service appointment does not belong to the territory chosen in the Service Resources List, then the service appointment bar with have a orange patch on the top left corner.
   
   
   
   
3. Although the service appointments in the Cancelled and Cannot Complete status will be displayed in the Gantt view, you can schedule another service appointment during that time.