In the following video we discuss scheduling service requests either from the service request screen or the scheduler in order to assign technicians and set service dates accurately. The video examines ways to schedule service requests and scheduling from the scheduler.
Scheduling Service Requests
Key Steps
Scheduling from Service Request Screen:
Access the service request.
Click on the edit button to select a service date.
Use the scheduler to view available dates and technician schedules.
Assign the service request to a specific technician or leave it unassigned.
Save the service request with the scheduled date and technician.
Scheduling from Scheduler:
Navigate to the scheduler and select the service tab.
Use the unscheduled button to view open service requests without dates.
Select the service request to schedule.
Assign a technician and set the service date.
Verify the scheduled service request on the calendar.
Cautionary Notes
Ensure that team members have the necessary permissions to schedule service requests and assign technicians.
Double-check the technician's availability before assigning a service request to avoid conflicts.
Make sure to save the scheduled service request to confirm the changes.
Tips for Efficiency
Familiarize yourself with technician schedules and available slots to make informed scheduling decisions.
Utilize the agenda view to see a weekly overview of scheduled service requests.
Drag and drop to quickly assign service dates and technicians for efficient scheduling.
By following these steps, team members can effectively schedule service requests, assign technicians, and set service dates accurately to ensure smooth operations and customer satisfaction.