FSM Appointments

1. Accessing and Navigating Appointments

To manage service activities, navigate to the “Appointments” or “Calendar” section within the Field Service module.

These views provide full visibility over planned and completed service work.

• Appointments Table View
  Displays a sortable and filterable list of all appointments.

• Calendar View
  Provides a visual schedule (daily, weekly, monthly) of all service activities.

Users can:

• Search and filter appointments

• Open individual records for detailed review

• Track status and assigned team members

2. Creating a New Appointment

To create a new service appointment:

2.1 Start Creation

Click “Add Appointment”.

2.2 Define Customer and Location

Select:

• Customer

• Customer Branch (required)

• Main Customer Contact

The selected branch determines the default service location and pricing behavior.

2.3 Assign Responsible Roles

Assign:

• Service Manager

• Service Coordinator

These fields define responsibility and notification recipients.
They do not restrict system permissions.

2.4 Assign Initial Member

Select at least one team member (technician).

• Additional members can be added later within the Work Order

• One of the members can be assigned as Head Technician (in the Work Order)

2.5 Set Appointment Date

Choose the scheduled date and time for the service.

2.6 Select Service Action

Choose a predefined Appointment Service Action, which determines:

• Whether the service is billable

• Whether distance is chargeable

• Applicable pricing logic

2.7 Set Distance

Enter the Service Destination Distance.

• Can be entered during creation or later

• Used for billing based on the configured Distance Item

2.8 Add Notes

Use the Note field to include:

• Internal instructions

• Service details

• Any relevant context for technicians

2.9 Define Service Location (Optional Override)

If the actual service location differs from the selected branch:

• Enable Custom Location

• Enter a different service address

The system will still use the Customer Branch pricing, even when a custom location is defined.

2.10 Save Appointment

Click “Create” to finalize.

3. Work Order Creation (Automatic)

Upon creating an Appointment:

• A Work Order is automatically generated

• It is fully linked to the Appointment

From the Appointment, users can:

• Open the related Work Order

• Manage technicians, assets, spare parts, and execution

4. Appointment Preview and Location Management

After creation, open the Appointment to access the preview panel, which includes:

• Full Appointment details

• Assigned Service Manager and Coordinator

• Assigned members

• Customer and service location

• Interactive map view

4.1 Map and Location Details

• The service location is displayed on an interactive map

• Hovering over markers reveals:

  • Address details

  • Coordinates

  • Location context

4.2 Updating Location

You can modify the service location at any time:

• Change to another Customer Branch, or

• Set / update a Custom Location

This allows service execution at:

• Temporary sites

• Construction locations

• Off-site installations

5. Notifications and Status Updates

Depending on system settings:

• Members receive notifications when:

  • They are assigned to an Appointment

  • Appointment status changes

  • Work Order status changes

• Customers may receive reminder emails before the scheduled date