How to add a new work order appointment to your calendar.
Work Order Appointment
If you would like to schedule a work order appointment, select "Work Order" from the dropdown box in the "Type" field.
Fill Out Fields
Title
Fill out the appointment title.
Start
Select the date and time the appoitment is starting.
End
Select the date and time the appointment is ending.
Additional Days
If you wish to duplicate this appointment on multiple dates, click the "Additional Days" box and click the other dates you want this appointment to occur. These additional appointment(s) will be exact copies of the first appointment.
All Day
If you check this box, the technician's entire day will be blocked out as busy on the calendar
Create New Work Order From this Appointment
Check this box if this work order appointment is not linked to an existing work order. If this is the case then a new work order will be generated after you create this appointment. If you check this box, you will then need to choose the customer, site, and system (if applicable) to link the work order to from the dropdown boxes below.
Customer
Select the customer you would like to link this appointment to.
Work Order
Select the work order this appointment is linked to from the dropdown box.
Dispatch
Enter the technician's dispatch time (not required).
Arrival Time
Enter the time the technician arrives at the site.
Completed Time
Enter the time the technician completes the appointment.
*Note: To track billable minutes, the technician (or you) will need to complete the "Arrival Time" and "Completed time" Fields.
Description
Enter a description of the appointment
Tech
Enter the technician for this appointment.
*Note: If you wish to have multiple technicians for one appointment you will need to create a duplicate appointment and link it to another technician.
Sync
Check this box if you would like AlarmBiller to automatically notify attendees if the work order is changed.
Save
Click "Save" in the bottom right corner to update.
Notification Confirmation
Notify the technician (by email and text), the customer (by email), both, or neither about the appointment by clicking the corresponding button.
New Work Order
If you selected "Create New Work Order from this Appointment" then you will be taken page for the new work order you created. Many of these fields will be prepopulated based on what you entered in the calendar fields but can be overridden. Click "Save" in the upper right corner to continue.
The will take you to the work order details page. Click "Calendar" on the top of the screen to go back to the calendar.
Your work order appointment will appear at the date and time you scheduled it highlighted in gray.
