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Schedule the Service Call

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If you did not Schedule the Service Call when you created it, or if more scheduling work is needed, you can use the Service Call Schedule Tab on the Work Order Details screen to add and change Schedule Slots.

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

You can also Schedule a Work Order directly on the Schedule Board.

Some of the scheduling steps are optional. For more explanation of each step, see below:

Create Schedule Slots
Complete the Schedule Slot
Post the Schedule Slot

 


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