Appointments

Assigning appointments to technicians

Service Receivables features are available only if you have purchased the Service Receivables Add-On Module.

You can display basic information about the work order.

To display the properties of an appointment

1

Open 11-2 Work Orders/Invoices/Credits.

2

From the Options menu, select Dispatch Board.

3

Using the data control, select the day you want to view.

4

Right-click the appointment, then click Properties.

To adjust appointment duration

1

Open 11-2 Work Orders/Invoices/Credits.

2

On the Options menu, select Dispatch Board.

3

Using the data control, select the day you want to view.

4

In the column of the technician, drag the bottom of the appointment down to set the duration of the appointment.

To assign an appointment to a technician

1

Open 11-2 Work Orders/Invoices/Credits.

2

From the Options menu, select Dispatch Board.

3

Using the data control, select the day you want to view.

4

In the Unassigned column, find the work order.

5

Drag the work order to the time and employee that you want.

You can copy and paste appointments to other technicians.

To assign a work order to multiple employees

1

Open 11-2 Work Orders/Invoices/Credits.

2

From the Options menu, select Dispatch Board.

3

Using the data control, select the day you want to view.

4

Right-click the appointment, and then select Copy.

5

In the column of the technician to whom you want to assign the work order, click the time, and then click Paste Dispatch.

You can move an appointment to a different day.

To reschedule an appointment

1

Open 11-2 Work Orders/Invoices/Credits.

2

From the Options menu, select Dispatch Board.

3

Using the data control, select the day you want to view.

4

Right-click the appointment you want to move.

5

Click Move to.

6

In the Calendar, double-click the date to which you want to assign the appointment.

In the Dispatch Board, you can remove a dispatch assigned to a technician. If the dispatch is the only one for a work order, it moves to the Unassigned column.

To remove a dispatch assigned to a technician

1

Open 11-2 Work Orders/Invoices/Credits.

2

From the Options menu, select Dispatch Board.

3

Using the data control, select the day you want to view.

4

Right-click on the work order in the technician's column and select Remove this Dispatch.

If no other technicians are assigned to this work order, the dispatch moves to the Unassigned column.

If other technicians are also assigned to the work order, only the technician that you clicked on will be removed.

To create a new work order from the Dispatch Board

1

Open 11-2 Work Orders/Invoices/Credits.

2

From the Options menu, select Dispatch Board.

3

Using the data control, select the day you want to view.

4

In the column of the technician to whom you want to assign the work order, drag your cursor to select the duration of the appointment.

5

Click New Work Order.

6

Enter the work order.

7

On the File menu, click Save.

The Dispatch Board not only displays work order appointments, but also includes any appointments you have entered in the company calendar for technicians. You can also add in any other time off for the technician.

To assign time off in the Dispatch Board

1

Open 11-2 Work Orders/Invoices/Credits.

2

From the Options menu, select Dispatch Board.

3

Using the data control, select the day you want to view.

4

In the column of the technician, drag the pointer down to set the duration of the appointment.

5

Click Time off.