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Understanding work order management
Understanding work order management
Managing work orders in the portal
Managing work orders in the portal
Managing appointments via the call center
Managing appointments via the call center
Dispatching work orders
Dispatching work orders
Working with skipped work orders
Working with skipped work orders
Managing completed work orders
Managing completed work orders
Inventory management
Inventory management
Manage mobile workers access
Manage mobile workers access
Exporting meter exchange data to CIS
Exporting meter exchange data to CIS
Rescheduling existing appointments
Copy link⚠️ Note: Appointment rescheduling is a two-step process. First, you select a new date and time. Then you must confirm the appointment for it to be rescheduled.
In the main menu, under Call Center, select Account Lookup. A list of all project accounts will appear.
- Find the account you need.
- In the Cal column, click the calendar icon with a green checkmark (indicates an existing appointment).
- The Appointment screen will open. Click Reschedule Appointment (left side of the screen).
- When prompted, confirm by clicking Reschedule Appointment again.
- The Appointment Scheduling screen will appear. Update the customer’s name, email, and phone number if needed.
- The next available date will be automatically selected; available time slots appear below. Other available dates are highlighted in green.
- Select a date and time slot, then click Save. ⚠️ Reminder: the appointment is not yet rescheduled.
- The Appointment Confirmation screen will appear. Review the date, time slot, and contact information.
- If anything is incorrect, click Back to edit.
- If everything is correct, click Confirm.
- The All Set screen will appear. Close the appointment scheduling window.
