Schedule 2018 (2.0)
Schedule 2018 (2.0)
Breadcrumbs

Using the appointment wizard

The appointment wizard helps you to quickly create single or recurring activities or job/service appointments for technician(s), a technician team, or a service area.

  1. From the schedule board, right-click on a resource or any appointment/activity.

  2. Choose Appointment Wizard.

  3. Mark the radio button for who you are creating this activity/appointment for.All: All technicians will be assigned.Technician: One or more technicians selected will be assigned. You can also choose UNASSIGNED.Technician Team: All technicians within the selected team will be assigned.Service Area: All technicians within the service area selected will be assigned.

  4. Choose the Appointment Type:
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Service Appointment

Continuing from the steps above for creating a single or recurring service appointment:

  1. Choose the Service Call Number.

  2. Choose the Technician, Technician Team, or Service Area to assign the appointment to. If you chose to assign this to All, these fields will be disabled.

  3. Enter a Description.

  4. Choose the Appointment Status.

  5. The Start Date defaults to today's date and midnight. You can edit the date and time.

  6. The End Date defaults to today's date.

  7. Enter the Estimated Hours.

  8. Enter the number of Days Between Appointments. For example, if you have a date range entered above and enter 2, this will create an appointment every two days.

  9. Mark the weekend days to skip from scheduling appointments.

  10. Choose Create.

Job Appointment

  1. Choose the Job Number.

  2. Choose the Cost Code.

  3. Choose the Technician, Technician Team, or Service Area to assign the appointment to. If you chose to assign this to All, these fields will be disabled.

  4. Enter a Description.

  5. Choose the Appointment Status.

  6. The Start Date defaults to today's date and midnight. You can edit the date and time.

  7. The End Date defaults to today's date.

  8. Enter the Estimated Hours.

  9. Enter the number of Days Between Appointments. For example, if you have a date range entered above and enter 2, this will create an appointment every two days.

  10. Mark the weekend days to skip from scheduling appointments.

  11. Choose Create.

Technician Activity

  1. Choose the Activity ID.

  2. Choose the Technician, Technician Team, or Service Area to assign the appointment to. If you chose to assign this to All, these fields will be disabled.

  3. Enter a Description.

  4. Choose the Appointment Status.

  5. The Start Date defaults to today's date and midnight. You can edit the date and time.

  6. The End Date defaults to today's date.

  7. Enter the Estimated Hours.

  8. Enter the number of Days Between Appointments. For example, if you have a date range entered above and enter 2, this will create an appointment every two days.

  9. Mark the weekend days to skip from scheduling appointments.

  10. Choose Create.