Tips - Service Appointments
- Is there a provision to reschedule appointments? Can we reschedule an appointment for past and future dates?
Yes. In the appointment details overlay, you have the option to reschedule the appointment. You can change the dates, field agent, and more. Appointments can be rescheduled to past or future dates. - Can the details of an appointment be edited before generating its invoice?
Invoices are now created for the service line items of a work order and not the appointments, so the details of the appointment are not pertinent to an invoice. - While creating a service appointment, why am I unable to select certain Field Agents or Crews for a service appointment?
For a field agent or crew to be listed in the Service Resource dropdown of the Create Appointment overlay, the following should be true:
- The status of the field agent or crew is active.
- The field agents or crews are assigned to the territory that is chosen in the work order
- The field agents and crews are active in the territory between the Scheduled Start Date Time and Scheduled End Date Time
- During the time when a field agent is part of a crew, they will not be available as an individual resource. - How can I schedule complex services?
Use service tasks to handle complex services. Service tasks help you breakdown a complex or composite task into multiple subtasks:
- You can create separate appointments for these subtasks. Thus, it can be scheduled, worked on, and closed separately.
- The separate appointments created for these subtasks can be assigned to different agents
- The work for a service task can be partially completed and can be resumed later. - How can I choose the right field agent for the appointment?
- Use the Maps view of the Dispatch Console to see the agent's location before scheduling. The field agent's last known location will be indicated by this icon:.
- Assign skills to users and use the skills as a criteria to filter the field agents under a territory.
- Use the Calendar view of the Dispatch Console to see the availability of the Service Resources. In this view you can also see the Holidays in the organization, and the Time Off taken by the resources. With this information, you can ensure that the workload is evenly distributed among the resources. - How to ensure that the appointments are scheduled during working hours?
- The business hours set for the organization will be reflected in the Gantt view of the Dispatch Console.
- The time off taken by the field agents will be shown in the Gantt view of the Dispatch Console.
Using this information, you can ensure that the appointments are scheduled only during the working hours. - Can I schedule equipment or machinery required for a job?
Yes, you can schedule the equipment or machinery required for a job. To do so:
- Add the equipment as a User. Since we have an appointments-based pricing, there is no limit on the number of users you can add.
- The equipment thus added will be listed in the Service Resources List that is displayed on the left side of the Gantt view. You can schedule appointments for these equipment or machinery and thus block the availability of these equipment or machinery.
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