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.
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Accessing Work Order Management
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