Articles
Create a Technician Appointment from a Ticket
To schedule a technician appointment from a Ticket, open the Ticket for which an appointment will be created. Click on the New Appointment icon located above the Ticket ribbon. The Schedule Ticket form will be displayed. The Display Group sh...
Create a Technician Appointment Using Copy & Paste
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 different day ...
Create a Technician Appointment Using Drag & Drop
Technician appointments may be scheduled from the Schedule Board by using the drag and drop method from the list of Unscheduled Tickets list. You may be in the Schedule Board Day, Week or Month view, however it is much easier to view the available t...
Technician Appointment Overview and Topics
There are three methods available for creating a Technican Appointment. You may use any method depending on your preference. These scheduling methods may be used for any type of Ticket. Click on the links below for step by step instructions on th...