How do I schedule a visit?
On the Schedule, click Schedule, pick the customer and the job, check the time and who goes, then click Schedule.
Open Schedule and click Schedule at the top right. Pick the customer and the job, check the day, the time and who goes, then click Schedule. The visit lands on the calendar right away.
Also called: book a visit, plan a job, add to the calendar, dispatch, appointment, planifier une visite, céduler, mettre à l'horaire, rendez-vous
Step 1: Start a visit
Click Schedule at the top right of the Schedule. Faster: click an empty time on the calendar, or drag across free time to plan a visit that long. The day and hours are filled in for you. At the top, keep Visit at a customer picked.
Click: Schedule › Schedule
Step 2: Pick the customer and the job
Type in Search a customer. Customers with an accepted quote show first, marked Accepted quote. Under Which job?, pick the quote, or pick Other job and type a Job title. Click Next.
Click: the customer › the job › Next
Step 3: Check when, who and where
When: the Date, Start and End. A quote's length is used to start, so the end follows.
Who is going: each teammate shows Free, Already booked at … or On leave. Someone on leave can't be picked. You can still pick someone who is busy: a warning tells you.
Address: the customer's address on file. Click Edit to change it for this visit.
More options: the Work category, the job title and Price, and Video meeting to make it a video visit (add Record to get a video, a transcript and a summary).
Step 4: Schedule it
Click Schedule. You see Scheduled for … and two next steps: Write to … to confirm opens the conversation with the customer, See on the calendar goes to that day.
Click: Schedule › See on the calendar
Good to know
Ask Alori can plan it too: "Schedule the Gagnon furnace repair Tuesday at 9 with Julie".
On a phone, the Schedule shows one day at a time.
If it doesn't work
No Schedule button. Your role can see the schedule but not plan every job. Ask the owner to change your role.
"Enter a valid amount of zero or more." The Price under More options isn't a number. Fix it, or clear what you typed.
The Next button is grey. Pick a customer, then a job. For Other job, type a title.
"… already has something at …. You can still give them the job." That teammate is busy then. Pick someone else, change the time, or keep it.