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Create a Technician Appointment

Technician appointments for tickets may be created using one of the three methods listed below.  There is no "right way or wrong way" to schedule an appointment, it is simply a preference for each user.

1.From a Ticket - from the Appointments and Labor button of a Ticket by clicking on the New Appointment button

2.Drag & Drop - dragging and dropping a ticket from the Un-scheduled Ticket List onto the Schedule Board

3.Create new Ticket and Schedule - Double-clicking in a Technician appointment slot within the Schedule Board which will create and schedule the Ticket in one step 

If more than one Technician appointment is needed for the Ticket (a different Technician or the same Technician on another day), repeat the steps for each appointment needed.

These scheduling methods may be used for any type of Ticket.

Method 3 listed above is covered under the Creating a Service Ticket topic - click here for instructions on this scheduling method.

Click on the links below for step by step instructions on the other two scheduling methods.