Assigning Follow-Up Appointments

How to assign a follow-up appointment

If you have additional work and you are responsible for scheduling a follow-up appointment, mark Schedule Follow-Up Appointment in the Follow-Up Appointments section of the Checkout workspace. 

Then, select how you want the follow-up appointment to be assigned:

Select Assign to Me if you want the follow-up appointment to be assigned to you.

Select Assign by Skill Level if you want the follow-up appointment to be assigned to a technician with the appropriate skill level. For example, a tech may be at a site and sees something that needs addressing, but they are not the right person for the job. After selecting Assign by Skill Level, the Skill Level field is enabled, where you can select the skill level needed for the follow-up appointment. The skill levels displayed come from Signature. This applies to service call appointments only, not job appointments.

Select Leave Unassigned if the dispatchers should assign it to another technician. 

Enter or accept the default status. The default status for follow-up appointments is set on the Checkout tab in App Settings. Then select a date and enter or select the default time for the follow up. Enter an appointment description or select a predefined description. If you choose Other, you may be required to enter information in another field.

Note: This information doesn't appear in Signature on the follow-up appointment. You will need to enter additional information to assign the appointment to the correct person.