Book a technician visit

1. 1

   Navigate

   Open the Scheduler

   Open Scheduler and set the date range that includes the customer’s acceptable days before starting a new booking.

2. 2

   Select

   Start a visit

   Choose the supported New visit or Book work action and select the work type before entering appointment details.

3. 3

   Enter information

   Select customer and property

   Search across customer identifiers, choose the verified customer, and select the exact service property rather than a similarly named address.

4. 4

   Choose an option

   Link the correct work

   Choose the existing ticket, estimate, work order, or service scope when available so the visit does not become disconnected calendar work.

5. 5

   Choose an option

   Select technician and duration

   Choose a qualified technician, realistic duration, and customer-approved slot, then wait for every conflict check to finish.

6. 6

   Verify

   Resolve every conflict

   Read overlaps, travel limits, time off, and availability warnings; change the slot instead of overriding unless the conflict is understood and authorized.

7. 7

   Verify

   Review before booking

   Confirm customer, property, work, technician, timezone, start, duration, notification behaviour, and notes before the final booking action.

   Final booking may create calendar events or notifications.

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