Once created, an appointment can either be placed in a waiting list or scheduled to a field worker.

If an appointment is not scheduled, its status becomes ‘Waiting’, making it available from the waiting list.

The waiting list provides a number of helpful features including:

  • Auto-Scheduling of multiple appointments.
  • Manual / Smart scheduling of single appointments.
  • Updating the Job Agent.
  • Basic appointment Summary including expected installation time.

Waiting list Filters and Options

By default the waiting list will display common appointment fields like:

  1. Customer Name
  2. Company Name
  3. Address
  4. Work Type of Appointment
  5. Job/Appointment Id
  6. Phone/Mobile
  7. Creation Dates and Waiting List Date.

Extra details are available if checkbox listed below is selected.

  1. Show Comments - Add comments column to show the last Comment made by an operator.
  2. Show Job Instruction - Add column that show the Job Instruction made for the appointment.
  3. Show Tags - Add a column to show all the tags on the appointment.
  4. Show External Job Id - Add a column that have the external id assigned to the job e.g CRM number.
  5. Show Assessment Details - Add two columns Assessment Fieldworker and Assessment Certificates.
  6. Show Estimated Install Time - Adds column showing the estimated install time and a breakup of products in the assessment by their category.
  1. Select ‘Waiting List’ from the global menu.
  2. Select any filters to restrict appointments in the list.
  3. Select any additional columns required.
  4. Select ‘Search’.

Schedule a Single Appointment

  1. Select ‘Waiting List’ from the global menu.
  2. Select any filters to restrict appointments in the list.
  3. Select any additional columns required.
  4. Select ‘Search’.
  5. Select the required appointment from the gird.
  6. Either double click the gird line or select the button on the bottom right titled Schedule Appointment.
  7. Select Actions on the appointment toolbar (grey).
  8. Schedule the appointment using either the smart or manual schedulers.

Change Jobs Agent

  1. Select Waiting List from the global menu.
  2. Select any filters to restrict appointments in the list.
  3. Select any additional columns required.
  4. Select Search.
  5. Select the required appointments from the gird, hold down the CTRL key to select multiple appointments.
  6. Select the New Job Agent at the bottom left of the screen.
  7. Select the button titled Change Job Agent’ at the bottom left of the screen.

Schedule Multiple Appointments using Auto Scheduler

  1. Select Waiting List from the global menu.
  2. Select any filters to restrict appointments in the list.
  3. Select any additional columns required.
  4. Select Search.
  5. Select the required appointments from the gird, hold down the CTRL key to select multiple appointments.
  6. Select Auto-Schedule Selected Appointments at the bottom right of the screen

  1. Select options for the first, second and third pass
  1. Select any field workers that should be excluded from the scheduling process
  2. Select the date range over which the appointments should be scheduled
  3. Select ‘Start Auto-scheduler