Day
Review the appointments arranged for a business day and inspect the work staff have been assigned. Use the customer and service details when resolving a change.
Turn the customer commitment into assigned work.
Plan one-time appointments, recurring service and quote visits with the customer, property and service connected. Give the office a clear schedule and the field team a clear plan for the day.
Order NowSchedule from the work the customer requested or purchased.
Orders retain the customer, property, service and payment details behind the sale. The office can schedule a one-time order, build eligible recurring work, create appointments and assign staff without rebuilding the purchase as a disconnected job.
Quote visits follow their own assessment workflow. The office schedules and assigns the visit with its request and property details, then follows the customer's quote decision into the appropriate next work.
Explore quote-visit scheduling- Customer and property
- Identify who the appointment belongs to and where the service will happen. Keep that relationship available to office and assigned staff.
- Order and service
- Connect the appointment to the relevant purchased or arranged work. The service describes the commitment the assigned team needs to deliver.
- Date, time and assigned staff
- Choose the appointment timing and the people responsible. The calendar uses the operating location's local time.
See today's assignments and the commitments ahead.
The dedicated Appointments experience gives the office day, week, month and staff-comparison views. Use the appropriate view when arranging new work or reviewing existing commitments.
Week
Consider the near-term schedule as a whole. Place new visits with visibility of the commitments already arranged across the week.
Month
Look further ahead at scheduled service. Keep future commitments visible when planning repeat work and upcoming customer visits.
Staff comparison
Review appointments in relation to assigned staff. Use the calendar and staff assignments when deciding who will receive the work.
Keep the local appointment time meaningful.
Scheduling follows the location's operating time zone. Ambiguous daylight-saving times are handled explicitly, keeping local business dates and customer appointment times connected to the right location.
Recurring service as real work
Make repeat commitments visible beyond a repeating date.
Create recurring appointment patterns for the ongoing services your business delivers. The resulting work retains the customer, property, order and service details needed to arrange and manage each visit.
In the Service Schedule Operations Console, review the individual visits created from your schedules. Search and filter schedule work, inspect details and monitor status and completion.
That gives the office visibility into the individual service visits behind an ongoing agreement, alongside one-time appointments and assessment visits.
Explore recurring schedules and operating rulesKeep the agreement and the visits connected.
Configured service agreements define the commercial relationship. Scheduling gives the team appointments to deliver, and the generated service records give operations a way to review them.
Explore ongoing service agreementsGive the assigned team the operating context.
Staff Routing connects people to routes or geographic work for the relevant business date and location. The staff area shows those assignments and the service and property details behind them.
- Assign the geographic work
- Use configured boundaries and route structures to establish who receives the route assignment. Keep assignment grounded in the operating location and business date.
- Prepare the field day
- Staff see assigned service stops and quote visits with customer and property details. Route sequence and, where enabled, supply preparation lists help crews get ready.
- Review the delivered work
- Recorded route states, stop outcomes, field time, input usage and reports show the office what happened after the assignment is performed.
When the plan changes
Update the arrangement while retaining the customer context.
Edit an appointment, change its status, reassign work or cancel when permitted. The connected customer, property and service record gives the office a basis for deciding what happens next.
Customers can use supported rescheduling actions within the rules configured for their service. For weather-sensitive work, enabled weather conditions can show weather guidance for each affected service and rescheduling recommendations for the operation to act on.
Explore weather-aware service decisions