How to Manage Service Appointments in Zoho FSM
Scheduling Service Appointments
All the service appointments in the Dispatch Console are initially scheduled by assigning them to a field agent or crew. Appointments can be scheduled from the Work Order Details page, as mentioned here. This can also be done from the Dispatch Console as described below:
To schedule service appointments from Dispatch Console:
- Click the Schedule button for the service appointment you want to schedule.
The service appointments to be scheduled will be in the New status.
2. Select the Service Resource to whom you want to assign the service appointment.
The Scheduled Start Time and Scheduled End Time can be scheduled for different dates. One or more resource can be assigned to the appointment. If more than one Service Resources is assigned, you can select one of them as the Lead else the assigned field agent will be deemed the lead.