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Create a Schedule Slot

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You can Create a Schedule Slot on the Schedule Board itself quickly and easily:

From the Slot Details Panel use the Schedule Work Order # field and its search capability or the New Service Call field.
Use the Manage Open Work Orders / Slots Tab, where you can click with the mouse and Drag-n-Drop a Work Order or Schedule Slot to assign it on the Schedule Board. (See Work Order Type and Slot Type.)

A Schedule Slot can also be created by entry from a Work Order, either a Service Call or Project, where you start scheduling on the Work Order Schedule Tab, or on the Create Service Schedule Tab of a new Service Call.

A Schedule Slot is represented as a colored box on the Schedule Board which occupies one or more Empty Time Cells. (See Multiple Technicians and/or Crews.)

Each Schedule Slot has its own Status and color dependent on its status. Information Details appear on the Right Panel when you click on a Schedule Slot.
Each Work Order can have multiple Schedule Slots (and every Schedule Slot has its own Status and details).
Both Service Calls and Projects can have Recurring Schedules. A Recurring Schedule Slot shows on the Schedule Board with a Recurrence Icon (Circular arrows).

To initiate Recurring Slots, start with the Work Order Schedule Tab.
At the bottom of the Tab there is a button for Create Recurrence, which allows Daily, Weekly, Monthly, Yearly and Custom Recurrence Periods.
On the Schedule Board, select the Work Order with the Recurring Schedule to make a new Schedule Slot assignment.

 


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