Accessing and Navigating Appointments
To manage your service appointments, navigate to the “Appointments” or “Calendar” section within the Field Service module. These views give you an organized perspective of all scheduled and completed appointments, with the ability to filter, search, and drill into individual records for deeper review.
- The Appointments Table View presents a sortable list of appointments.
- The Calendar View offers a visual layout of your team’s scheduling across days, weeks, or months.
Creating a New Appointment
To create a new service appointment:
2.1 Click on “Add Appointment” to begin.
2.2 In the appointment creation prompt, first select:
- Your Customer
- The Customer Branch where the service will be performed
- The Main Customer Contact from that branch
2.3 Choose the appropriate Staff Service Location and assign your initial Staff Member (note: you can later add or remove more staff through the linked Work Order).
2.4 Assign an Appointment Manager, who will oversee this specific service task.
2.5 Set the Appointment Date—this marks when your team will perform the service.
2.6 Select one of your predefined Appointment Service Actions to categorize the type of service being provided.
2.7 Enter the Service Destination Distance, either during creation or afterward. This distance will be used in the appointment’s invoicing, based on your pricing and distance item configuration.
2.8 Add any relevant notes or internal details in the Note field to clarify specifics for your technicians or service managers.
2.9 If the Service Destination Address differs from the customer's registered branch address, you can define a custom address. This can also be updated later from within the Appointment.
Once all details are entered, click “Create” to finalize the new Appointment.
Note: Upon creation of the Appointment, a corresponding Work Order is automatically generated. This Work Order is fully linked and accessible directly from the Appointment’s preview screen.
Appointment Preview and Location Details
After creating an Appointment, you can access its preview panel, which provides:
- Full Appointment Details
- Staff Service Location
- The Customer Service Address, visualized on an interactive map
3.1 Hovering over map markers reveals additional details, such as branch name, coordinates, or travel routes.
3.2 If necessary, you can change the appointment’s destination address to either:
- A different Customer Branch
- A fully Custom Location
This flexibility allows your field technicians to service equipment at construction sites, temporary installations, or off-site asset locations while maintaining accurate documentation.