Scheduling & Field Work | Workspace
Schedule and dispatch appointments
Book the right time, assign the right technician, and keep customers and field teams informed.
Sign in to your company workspace to use the related controls.
What this section includes
- Create the appointment
- Check availability
- Assign and dispatch
- Notify the customer
- Manage changes
Start-to-finish instructions
Create the appointment
Choose the customer, property, service, arrival window, expected duration, and priority.
Check availability
Review technicians, skills, service areas, travel, time off, and existing assignments.
Assign and dispatch
Select the technician or crew, add job notes, and send the assignment.
Notify the customer
Confirm the time window and use approved reminders or arrival notifications.
Manage changes
Drag or edit the appointment, record the reason, and notify everyone affected by the change.
Helpful tip: Use arrival windows that account for travel and the uncertainty of earlier jobs.
What success looks like
- The record is saved, the status is correct, and the next person can see what to do without asking for missing details.
Common problems
- If a button or page is unavailable, confirm your company, plan, role, and the status shown on the page before retrying.