Scheduling by Proximity

If you 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:

1. On the Service Schedules form, highlight an appointment on the Scheduling board.
2. Right-click the appointment/task and select Local Appointments or Local Tasks to be Scheduled.
3. All appointments/tasks in a similar geographical location populate in a grid below the Scheduling board.
4. Click Edit Filter to broaden or narrow the list of appointments/tasks that are displayed.
5. Highlight the appointment/task in the grid that you want to dispatch.
6. 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.

Local Appointments

This 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.

Tasks to be Scheduled

This grid on the Scheduling board lists tasks ready to be scheduled.

Scheduling Board Layout

A slide bar separates the Scheduling View from the Appointments/Tasks grid, to control how much of both views consume the window.

Related Topics

Scheduling vs. Dispatching Overview

Using the Scheduling Board