Create a Schedule Slot

You can Create a Schedule Slot on the Schedule Board itself quickly and easily:

•	From the Slot Details Panel use the Schedule Work Order # field and its search capability or the New Service Call field.

•	Use the Manage Open Work Orders / Slots Tab, where you can click with the mouse and Drag-n-Drop a Work Order or Schedule Slot to assign it on the Schedule Board. (See Work Order Type and Slot Type.)

A Schedule Slot can also be created by entry from a Work Order, either a Service Call or Project, where you start scheduling on the Work Order Schedule Tab, or on the Create Service Schedule Tab of a new Service Call.

A Schedule Slot is represented as a colored box on the Schedule Board which occupies one or more Empty Time Cells. (See Multiple Technicians and/or Crews.)

•	Each Schedule Slot has its own Status and color dependent on its status. Information Details appear on the Right Panel when you click on a Schedule Slot.

•	Each Work Order can have multiple Schedule Slots (and every Schedule Slot has its own Status and details).

•	Both Service Calls and Projects can have Recurring Schedules. A Recurring Schedule Slot shows on the Schedule Board with a Recurrence Icon (Circular arrows).

►	To initiate Recurring Slots, start with the Work Order Schedule Tab.

►	At the bottom of the Tab there is a button for Create Recurrence, which allows Daily, Weekly, Monthly, Yearly and Custom Recurrence Periods.

►	On the Schedule Board, select the Work Order with the Recurring Schedule to make a new Schedule Slot assignment.