Tip: You can use filters for better results
How to book appointments
Let’s assume you as the ticket requestor followed the tracking link and you see that the ticket is in status Ticket Scheduling.
In this case, you may want to book the appointment because the dispatcher may have not set the appointment yet.
Checking the ticket status and booking the appointment
Check if the ticket is in status TICKET SCHEDULING and if the dispatcher hasn't booked an appointment for you yet. Click on BOOK APPOINTMENT.
What is the Customer Portal Availability Check?
The Customer Portal Availability Check inspects the following acceptance parameters to validate if there is a matching engineer available for the appointment for selected date/dates:
- Engineer availability check and skill requirement check to find a matching engineer
- Spare parts availability check to make sure engineer only goes on-site when all parts are available
If the system has made a suitable assumption, this is indicated by a green check.
Selecting the appointment from the calendar
Select your preferred appointment date in the calendar.
You will see the latest service delivery time for your ticket indicated with a clock (if there is a LSDT for the ticket) which may influence your decision for the booking date.
You will also notice that the system does the engineer availability check, while you are trying to select the appointment date.
Please note that the booking slots available for booking don't include weekends by default and that the booking slots available for booking depend on the configured Customer Portal settings. The behavior of booking slots can be configured by company administrators inside Fieldcode Admin Panel -> Dispatch -> Customer Portal Settings.
Click on a date you want to book.
Picking a date from the calendar
Click on your desired date, in our case the 3rd February. The expected date of technicians arrival will be displayed in the calendar after clicking.
The selected date will be framed.
Confirming that the appointment is binding
Confirm that the appointment is binding by checking the corresponding checkbox.
Finishing the appointment booking
Click on CONFIRM APPOINTMENT.
Your appointment is now booked.
