Appointments Workflow

In Dispatch, Technicians deliver service in the field, and they use the mobile app to update the status of Appointments and issue automated customer alerts. As a backup, Dispatchers have the ability to status Appointments as well.


Mobile App Statusing

Step 1: Leaving for Appointment

When you are log into the mobile app, you will first see the Jobs page for the current day. At any time, you can click on the button in the bottom navigation bar.

As you prepare to leave for your next Appointment, tap on the relevant Job card in the app.

Now you will see the full Job Details, and you should tap On My Way.

The Map overlay will show a green En Route alert, and the Get Directions button is directly below.

The most important reason to click On My Way is to send a text/SMS alert to the customer, letting them know your expected arrival time. We have found that these alerts benefit you in a number of ways:

  • Reduced no-shows because customers receive real-time alerts
  • A warmer welcome when you arrive because they know you're coming
  • Greater overall customer satisfaction because they are kept in the loop

Step 2: Arriving at Appointment site

When you arrive on site, you should hit Start Appointment.

Scroll down in the Job Details to browse the full Job Description, see Notes from other Team members, add your own Notes and Photos, and see other job-related information and actions.

The mobile app also tracks how long you've been working on the Appointment for 

Step 3: Finishing Appointment

 


Web Application Statusing

While it is ideal if Technicians status Appointments as they complete them in the field, there are times when either they forget or they are unable to do so because of extenuating circumstances. In such situations, Dispatchers have the ability to update the status of Appointments from the Job Details view.

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