Scheduling by Proximity
If your company deals with short, single day appointments, a technician might complete a task earlier than scheduled. Instead of sending them on to the next appointment, you might decide to dispatch them to an existing appointment in a nearby location.
Follow these steps to view appointments or tasks that are near another appointment or task:
- On the Calendar Scheduling form, highlight an appointment on the Scheduling board.
- Right-click the appointment/task and select or .
- All appointments/tasks in a similar geographical location populate in a grid below the Scheduling board.
- Click to broaden or narrow the list of appointments/tasks that are displayed.
- In the grid, highlight the appointment/task to dispatch.
- Drag and drop the appointment/task onto the Scheduling board for the specific partner and time slot.
Whether the Appointments/Tasks tabs is hidden or visible is based on how you used it the last time within a specific Scheduling View. For example, you could set the Appointments/Tasks tabs to display when in Partner Day mode, but be hidden in Month View mode.
The Local Appointments grid on the Scheduling board lists all appointments filtered by location (City, State, Zip Code). The grid lets you filter to view appointments by Partner and Service Type.
The Tasks To Be Schedule grid on the Scheduling board lists tasks ready to be scheduled.
The Capacity grid on the Scheduling board lists the current availability and workload for each partner currently displayed on the Scheduling board.
A slide bar separates the Scheduling View from the Appointments/Tasks grid, to control how much of both views consume the window.