Service Appointment Summary
The Appointment Summary (continued)
Selection Tabs
The Selection Tabs are used to select one or multiple Service Companies and/or Install Companies for which tickets or Jobs need to be scheduled. Once the selections have been made on the Service Company and/or Install Company tab, the other tabs will display a count of how many tickets or jobs have not been scheduled. When the Selection Information section is in view mode, when one of the Selection Tabs is highlighted, information related to that Selection tab will display in the Selection Information section. Selecting Service or Install Companies also determines which Technician or Installer names will be listed in the Technician Schedule Board area.
Each of the Selection Tabs will be described in this topic section.
Install Co (Install Company) - Selecting the Install Co tab will display a list of all active Install Companies. To view a list of all open Jobs without an appointment, select the checkbox to the left of each desired Install Company in the list.
SVC Co (Service Company) - Selecting the SVC Co tab will display a
list of all active Service Companies. To view a list of all
open Service and Inspection without an appointment, select the
checkbox to the left of each desired Service Company in the
list. Service Provider type Service Companies are not listed
since ticket for these types of Service Companies cannot be
scheduled on the Appointment Summary.
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