Scheduling Appointments and Events
In addition to the automated tools available in Service Board with which you can schedule multiple Jobs and Appointments, you can also manually schedule single Resources to Jobs or Events, create multiple Appointments or Events, or schedule multiple Resources to complete a single Job. When you schedule a Resource to a Job, you can quickly identify other Jobs that are located nearby or that involve the same Installed Product. To optimize Resource time usage, you can modify Appointments to handle those related Nearby Jobs, or to better support multiple-Resource assignments. To easily dispatch a group of Jobs that have dependencies, you can use the Dependent Jobs option. Additionally, you can schedule Crews to complete large and complex Jobs, and import data from popular project-management software tools to create Projects and convert their associated tasks into Appointments that you can then track and manage in Service Board.
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