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appointment type

We offer Onsite, In Store, and Remote services. Ideally, we would like to be able to select one of these three Appointment Types when scheduling an appointment. We would want to be able to see this Appointment Type when looking at a ticket, but also when looking at the calendar (so we can easily see which type of appointment it is when we schedule new appointments).

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Dan Tomaszewski shared this idea  ·   ·  Flag idea as inappropriate…  ·  Admin →

3 comments

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  • Traci McMahan commented  ·   ·  Flag as inappropriate

    Still hoping for this feature. We have had a couple of times where the tech did not realized the support was for in-shop and headed out to the customer's site (already knew the address) only to realize it was a remote session.

  • Michael commented  ·   ·  Flag as inappropriate

    Was about to make a ticket for this, but it might be more constructive to add more to this one.

    Appointment Types visible in calendar view (ie: In Shop - [IS], On-site - [OS], Remote - [RM])

    My first few weeks working with the software I assumed that was already a function and that [RS] stood for Remote Service.

    This would provide a quick view of the type of job being performed, and allow someone scheduling an appointment for another tech to differentiate between jobs; a simple phone call, a Remote Service performed from a desk in the shop, or an On-Site where travel times and equipment availability need to be considered.

    A simple form of this might look like the [RS] tag that we currently have on all events.
    2 pm - 3 pm [OS] Bob's Grub Shack - New Printer
    4 pm - 5 pm [RS] Tony - Outlook password wrong

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