Work order appointments

If delivery services or provided services are added to an order, the CSR must be able to schedule appointments for those services.

A CSR should schedule appointments for both provided services and delivery services to suit the customer's preferences. The CSR can select the date that the customer wants an appointment and then choose an appointment time from the available appointments that are in the customer's area. The CSR can also select a date and look for a number of days after that specific date at all available appointments.

Each provided service or delivery product that is in an order must have an appointment scheduled to be completed. Work orders can be split into multiple appointments, if necessary. However, delivery products that are being delivered at the same time to the same address are consolidated into a single work order. If the customer is not ready to schedule the appointment while creating a new order, the CSR can skip scheduling an appointment, and then return at a later time to schedule the appointment in the confirmed order. Some charges might apply to service items, which can be added in the work order appointment screen.

The CSR can add delivery instructions and save them to the work orders. These instructions can also be modified and deleted.

The CSR can also modify the address that is associated with the order for a delivery service or a provided service when scheduling the service. After the CSR changes the address for a customer, the CSR must schedule the appointment again for the updated address.