Creating and Managing Job Appointments

Please visit the Job Appointments section at the following link Link (coming soon).

This section covers everything from creating single or recurring job appointments to viewing, managing, and assigning them to service agreements. It ensures that users can streamline their operations by providing clear guidance on setting up jobs, handling unscheduled appointments, and making adjustments as needed. With detailed instructions on assigning jobs to agreements and managing recurring appointments, this section helps ensure that your workflow remains smooth and organized.

In addition to job creation and scheduling, the Job Appointments section includes essential steps for confirming appointments and completing jobs. Learn how to manually confirm or cancel appointments, send automated notifications, and track the progress of appointments using status updates and dispatch colors. By following the guidance provided, authorized users can effectively manage every stage of the job process, from initial scheduling to final completion and review.