Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.
Info

The Work Order Management feature provides schedulers with a guided process to schedule appointments within the boundaries of the client’s Service Agreement and within their allocated budget, this includes:

  • The ability to schedule recurring appointments.

  • The ability to schedule many participants within the one appointment.

  • A targeted view of services that are specific to the client’s needs.

  • A preview of the budget expenditure based on the selected agreement items.

The feature can be launched from the Service Agreement record and guide the scheduler through a scheduling wizard that captures all the necessary attributes to successfully schedule a Service Appointment in Field Service.

Accessing Work Order Management

...