1. Resource type, i.e. All, Crew, or Agents
   
2. Territory
   
3. Skills
   

1. Name
   
2. Assigned service appointments count
   This number represents the service appointments assigned to the service resource. This may also include service appointments they are currently working on. It is calculated based on the selections in the Time Range and Appointment Date/Time filters.
   Click the number to view the list of appointments. This opens the Service Appointment Details overlay with the Service Appointments tab selected and the same Date filter values applied as those chosen in the Gantt view’s Time Range and Appointment Date/Time filters.
   
   
   

For a crew, you can see the agents in the crew by clicking the expand arrow [].

Service Resource Details

Scheduling in Service Calendar

You can do the following in the service resource calendar:

1. Create appointment
   
2. Reschedule through drag and drop
   

Create Appointment 

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

You can create appointments from the Month, Week, and Day views.

Reschedule Appointment 

From the service resource calendar, you can reschedule an appointment in the following ways:

1. Drag and drop an appointment to a different date or time
   
2. Resize the appointment
   

You can reschedule an appointment by dragging and dropping it to a different date or time. In the Schedule Appointment popup, the details are prefilled. Make the necessary changes and click Schedule Appointment. You can reschedule appointments from the Month, Week, and Day views.

 

You can also reschedule an appointment by resizing the appointment. Move your cursor to the bottom edge of the service appointment and when the cursor changes to a downward arrow, resize it to the duration you want for the service appointment. In the Schedule Appointment popup, the details are prefilled. Make the necessary changes and click Schedule Appointment. You can resize and reschedule appointments only from the Week, and Day views.

Tip: Click on the date in the Month view to go to the Day view.