On the Calendar page, click the Add Appointment appointment button at the top of the page. The New Event form opens.
- Title: Type a title for the appointment.
- Type: From the drop-down list, select Work Order. This expands the form showing additional fields.
- All Day Event: If the appointment will last from 8:00 AM to 5:00 PM, set this toggle button to YES.
- Start: Enter the start date/time.
- End: Enter the end date/time.
- New WO?: If you want to create a new work order for this appointment, set this switch to YES.
- Customer: Select the customer for the appointment.
- Work Order: Select the work order from the drop-down list.
- Description: Type a description for the appointment. This information displays on the calendar. Maximum of 500 characters allowed.
- Dispatch: Enter a dispatch time.
- Arrival: Enter an arrival time.
- Completed: Enter a completed time.
- Technician: Select a technician for the appointment.
- Additional Technicians: If this appointment applies to multiple technicians, click this to select additional technicians.
- Sync: If this switch is ON, the system will send an to the technician if someone changes this appointment.
- PulseM: If you are using the pulseM integration, notifications will be sent if this is set to ON.
For New WO?, if you selected YES, there are additional fields:
- Site: (required) Select a customer site.
- System: Select a customer system (if needed).
- WO Type: (required) Select the work order type.
- Salesperson: (required) Select a salesperson for the work order.
When finished, click the Save button at the bottom of the form.