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You can also create appointments for Job Cost jobs if you are using the Job Scheduling in Service Management feature. For more information, contact Key2Act WennSoft Sales.
Using the Technician Activity Entry Wizard
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| Note |
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| You can reschedule single activity and job appointments using the Reschedule button in the Technician Board – Appointments window. |
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Schedule Button
If you want the system to figure out a specific technician's next available time slot for performing the appointment, select the next available Schedule button attached to the Date field. The button is disabled if there is more than one appointment on the call or if the service call date and appointment dates don't match. You must have a technician with an assigned shift entered in the Technician ID field, as well as a date and estimated hours. You receive an error message if any of these fields are blank, or if a shift is not assigned to the technician. The system searches the technician's schedule to determine the next available slot that the appointment can be performed and updates the Date and Starting Time fields. The search starts from the system time if the defaulted current date is used. If you enter a different date the system starts the search from midnight of that date. The search does not consider extended hours. The next available button is part of the Advanced Scheduling features..
Estimated Hours and Starting Time
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