Creating and Editing Appointments

Creating and Managing Appointments

Mobileforce FSM uses appointments to connect Technicians to specific service tasks and the date when the service task is to begin. Typically, this is performed by users with a dispatcher role or sometimes an agent role.

Once a service task has been created, the dispatcher can create an appointment from the following pages using one of the following methods:

Accessing the Appointments page

From the Field Service menu, select Appointments to access the Appointments table.

From here you can do the following:

Note:

To find the applicable appointment, you may want to filter, sort, and organize the Appointments table. For more information, see Filtering Tables.

Creating Appointments

From the Create Appointments page, enter the following details and click when finished to create the appointment.

Name:

Enter the name for the appointment. If no name is provided, Mobileforce FSM will automatically generate a random name.

Assigned To:

Click the dropdown list and select the technician to be assigned to the appointment.

Status:

Click the dropdown list and select the desired status indicating the current stage of the appointment lifecycle. By default the status is set to Scheduled.

Note

Typically, the dispatcher as well as the technician change the appointment status throughout the appointment lifecycle to indicate the current status.

Service Task:

Click the dropdown list and select the desired Service Task.

Account:

Lists the account associated with the selected Service Task.

Start Date/Time: and End Date/Time:

Click the calendar icon and select the date and time when the appointment is to start and end.

Viewing Appointments

Clicking the icon opens the appointment so you can view it.