Scheduler

Scheduling Time Off

The Time Off tab on the upper right hand corner of the scheduler screen allows you to schedule time off for your technicians. To do so, follow the below steps:

1. Choose the area, technician, date, and times that need to be blocked out.  
2. To make a time off time appear weekly for a technician, check the Weekly button. Doing so will block this time off every week for that particular technician. **Note** You will not be able to schedule any appointments during designated time off.
3. To find appointments, select an area, technician, and/or date. You may then select a specific day of the week to view all appointments for each technician. By clicking the previous or next week buttons, you can see past or present jobs.

Reschedule/Cancel/Complete a Job

This section also allows you to reschedule, cancel, or complete a job by clicking on the R, X, or C links on the appointment.

• R=Reschedule Appointment
• X=Cancel Appointment
• C=Mark Completed 

**Note** Appointment color correlates with certain appointment statuses.

• Yellow=Open Install
• Orange=Visited
• Red=Open Service
• Blue=Completed 

The scheduler will show any schedule conflicts. To fix schedule conflicts, simply reschedule or cancel the appointment. 

For our DNS clients, we have added a new tab to the Info box on the scheduler labeled "Reassign." This will allow you to change the area and/or tech for an appointment directly from the scheduler. You will then need to refresh the scheduler (click "Go") to view the appointment in the correct tech's column. If you have added your 4 digit E*Connect Technician IDs to each of your techs as their Internal ID, this change will also update the change on E*Connect's site.

We have also added the display of alternate and cell phone numbers to the Scheduler.