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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
Scheduling appointments with citizens by phone
Copy link⚠️ Note: Appointment scheduling is a two-step process. First, you select a date and time. Then you must confirm the appointment before it is scheduled.
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 plus sign.
- The appointment scheduling screen for this account will open.
- Update the customer’s name, email, and phone number. The phone number will be used for appointment updates and notifications.
- The next available date will be automatically selected on the calendar, with available time slots displayed below. Other available dates are shown in green.
- Select a date and time slot, then click Schedule Appointment. Note: the appointment is not scheduled yet.
- The Appointment Confirmation screen will appear. Review and verify the selected date, time slot, and contact information.
- If the information is incorrect, click Back to edit the appointment.
- If the information is correct, click Confirm.
- The All Set screen will appear. Close the appointment scheduling window.
