How to use Assisted scheduling while creating a new job?

Navigation: Jobs --> New Jobs

The assisted scheduling helps the user while creating the new job,

This allows the user to choose the slot based on the technicians' available time slots and availability slots. 

1. Select the "Jobs" module from the left panel and select the "Create New Job" option. 

2.  Fill in all the required details under the “Customer Details” tab.

 

 

 3. Fill in the necessary details under the “Job Details” tab and select the “Use Assisted Scheduling” option.

Slot View:

4. i) Select the "Choose View" option to select the – Slot View.

   ii) Select the "Choose Date" option to fix the scheduled date for the job.

   iii) Select the "Choose Team" option to select the team.

   iv) Select the "Choose a Slot" option to select the time for the job. 

Select the required skill and service territory.

5. Choose from the available time slots to schedule the job and click on the "Use this Schedule" button or press "Cancel" to delete the schedule.

You can now efficiently schedule jobs based on the slot view by following the above steps.

Resources View:

6. i) Select the "Choose View" option to select the – Resource View.

   ii) Select the "Choose Date" option to fix the scheduled date for the job.

   iii) Select the "Choose Team" option to select the team.

   iv) Select the "Choose a Slot" option to select the time for the job. 

6. Choose from the available time slots to schedule the job and click on the "Use this Schedule" button or press "Cancel" to delete the schedule.

8. Select the required skill and service territory.

9. Select the preferred date and time slot for the job and choose the “Use the Schedule” option.

7. Select the user from the "Assign Employees" tab, and after previewing all the details, save the job using the "Preview and Save" tab.

Now the job schedule is efficiently done with the intelligent scheduling option.  using the users and time slot options will help the back-office set job schedules flawlessly. 

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