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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.

https://www.loom.com/share/aeda6bb776db42f98c0adbee47c84724?sid=f9ba95c5-3289-4f71-923a-9cbaeba75d20

Accessing Work Order Management

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