If you're using the optional Job Scheduling feature, you can schedule technicians for Job Cost jobs using the Appointments window (for a single appointment at a time) or from the Service Management Appointment Wizard (for multiple appointments at once). In either case, technicians must be set up in Service Management before they can be scheduled on jobs.
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Important: If you intend to use Job Appointments and you also use TimeZone views in Service Management, your users must use the Signature Alternate Dynamics versions of the Customer Maintenance, Customer Address Maintenance, and Customer Class setup windows. These windows contain information that is specifically used by Signature during the appointment scheduling process. to set up GP Customers and Addresses/Locations. Failure to use the Alternate Customer Maintenance window will result in job appointments not being properly displayed in Schedule. |
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Scheduling one appointment at a time
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