Jun 08, 2021

Create new field appointment

To create new field appointment, click Schedule in the side menu

Click Create appointment

In the Search Address field, type the address for appointment location

Select one of the previous locations, one of the map suggestions or create

Manual Input

After the selection of the location, you can view/edit information related to this property. You are able to attach Clients, Organizations or any Media files

Select from the previous list or enter new appointment type

Select from the previous list or enter new appointment source

If your company operates in multiple industries like HVAC and Plumbing or Electrical and Solar, you are able to select appropriate industry for this appointment

If a customer requested to see a specific employee or you think that a specific person is able to complete the work better, you are able to select a Preferred Tech for this appointment

Add appointment notes that are helpful to the tech in the field

If you know the specific date and time for this appointment, you are able to select it here or you can click Create Appointment and select date/time on the Appointments screen

 

 

 

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Quick steps to create new field appointment in Orcatec schedule

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