Step 1 – Edit Work Order
Select the Edit button on the Work Order page.
Step 2 – Schedule a New Appointment
Select the New Appointment button underneath the Appointments heading.
The following New Appointment Dialog Box will show. Complete all the fields on the left except for the Customer Confirmation. Then click on the Update Button
Step 3 – Select Notifications
The New Appointment dialog box will appear after you click on the Update button. Choose the notification selection that you want.
Step 4 – Save the Work Order
Once you make your selection you will receive the notification below. Click on the Save WorkOrder button to send your notifications.
Step 5 – Email Notification to Customer
This is the email the Customer receives. It gives them the option to Decline or Confirm their appointment.
Step 6 – Text Notification to Technician
Step 7 – Email Notification to Technician
Step 8 – Schedule the Work Order
Change the Work Order Status to Scheduled and click on the Save WorkOrder button.
Step 9 – View Calendar
Select the Calendar tab to see the technician’s calendar and view the scheduled appointment, which will be shaded in gray.
The Work Order has been scheduled and both your Customer and Technician have been notified.