Work Order Appointments

Once a work order has been created, appointments may be scheduled with a technician. Create a technician appointment using two methods. From a work order From the calendar Add an Appointment from a Work Order A tech...

Appointments can be deleted from the work order or the calendar. For instructions on deleting an appointment from the calendar, refer to the Calendar category. To delete an appointment, access the work order from the customer record or by selecti...

Dispatching Methods There are two methods for dispatching appointments: Live or Manual. Live Dispatching : This method is used if dispatch times are being entered in real-time as the technician calls into the office to report their times. If y...

Edit appointments from the work order or the calendar. You can edit any information on the appointment. If the appointment needs to be rescheduled, select a different date. After saving, the appointment is moved to the new date selected. For editi...