Appointments

How can we add Miscellaneous appointments to the Techs calendar? Open the Service Scheduler application. Click the Misc. Appointments button in the Tool bar. You should see a new tab at the top of the screen. Clic...

When viewing Technician Schedules in the Sedona Scheduler you have the ability to place them in a Custom Order rather than alphabetically. Sedona Scheduler Open the Service Scheduler and click on the "View" Tab and select one of the Cale...

The Copy & Paste function is a huge time-saver if you need to create multiple appointments for a Ticket: A different Technician on the same day The same Technician on the same day in a different time-slot The same Technician on a di...

A “Firm Appointment” is one that must be completed on the scheduled date and time and should not be changed.  Once an appointment has been marked as “Firm” , it may not be moved or modified within the Schedule Board unless the User removes the...

Schedule Board To Remove the “Firm” Flag from an Appointment go to the Schedule Board. Click once on the “Firm” Appointment and then Right-click. Select the “Firm Appointment” Option. This will remove th...

Customers will sometimes want to group their technicians in the Service module. The Service module has a feature to group with instructions below. Click on icon 1, this will open the Display Group. You can create a Display Group in this...