Create an appointment for a Service Request. Creating an Appointment in the Building Optimization Broker will set the Service Request Status to Open to be used to create an FSM Service Call. Appointments Appointments created in Building Optimization Broker will not be sent to Schedule.
To create an Appointmentappointment:
From the mega navigation, select Services, or from the App Drawer, select Service Requests.
In the left navigation, select the Management icon.
Select a Service Request.
Select the ellipsis icon in the top right corner of the Service Request Details.
Select New Appointment.
In the Appointment window, the Work Order Number is displayed in the title.
Select or enter the following information:
Primary Technician
Scheduled Date/Time
Last Update Date/Time
Appointment Status
Additional Technicians
Technician Notes
Mark Send Client Communications on Create to email the Client regarding the Appointment.
Select Create.