Scheduling Board for Service Repair Orders – Summary

Service Repair Order appointments are created and adjusted in the relevant Service Engineer(s) calendar using drag and drop.

Outlook Calendars and Appointments are synchronized with CrescentOne to ensuring the appointments are scheduled taking into account all the Service Engineers Outlook appointments and not just the Service Order appointments. The essential appointment information is then shared with both customers and any identified appointment contacts.

The Service Order Appointments will also be visible on mobile devices where a Service Engineer, customer or contact uses the web based outlook or synchronizes their Outlook Calendar with the calendar application on their mobile device.

To achieve a workable schedule, not only do the existing appointments need to be taken into account, and the following visibility is also provided so that it can be part of the consideration:

• Holidays, PTOs, meetings, etc.
• The working hours defined in Outlook for each Service Engineer
• Planned begin and end travel time,
• Actual Service Worked Order begin, pause and Finish activities,
• The association of multiple Service Engineers with different skills to a Service Repair Order appointment.
• The creation of either a single, or multiple appointments for an order.
• Detailed information against the Service Order and/or Case information.

Grid based Lists drive the management of appointments that are un-assigned, cancelled or require further action.

SMART functionality provides the Service Engineers with the ability to click on links for appointment so they can quickly conduct transactions against the Service Repair Order without having to manually input order