See the day's booked visits at a glance — one column per technician, plus an Unassigned lane. Click a visit to reschedule it, hand it to another technician, or cancel it; changes go straight to FieldRoutes. Refresh pulls FieldRoutes' own version of the book.
See the day's booked visits at a glance — one column per technician, plus an Unassigned lane. Click a visit to reschedule it, hand it to another technician, or cancel it; changes are written here, on your own calendar. Refresh redraws the board.
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| Field | Asked for | FieldRoutes has |
|---|---|---|
Pulling FieldRoutes' own version of the book…
Worth knowing
This change used the FieldRoutes permission override, so it went onto a route FieldRoutes has closed to the API. It's noted on the customer's timeline.Move this visit
Same-day and past slots aren't offered, so these are the open windows on .
This moves the appointment in FieldRoutes. This moves the visit and the deal's booked window together. The customer isn't told automatically — call them if they're expecting the old window.
Cancel this visit
This cancels the visit in FieldRoutes and frees the slot. You can't undo it from here — rebooking means picking a new window.
This frees the slot and takes the visit off the deal, so the deal can be booked again. The cancelled visit stays on the customer's record. You can't undo it from here — rebooking means picking a new window.
Hand this visit to another technician
We'll find their route for and put the visit in the open slot nearest its current window. If they have no route or no room that day, nothing is changed and we'll say so.
The visit keeps the window the customer was promised. If they aren't free right across it on , nothing is changed and we'll say so.
The customer's arrival window stays as promised. If the nearest open slot on their route sits away from it, we'll tell you by how much once it's done.
The customer's arrival window stays as promised — only who is driving to it changes.