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Scheduling - Top

 

  • Technicians can create schedule tasks directly associated with a ticket. This can be useful for things such as scheduled visits or conference calls.

  • Email reminders can be set, with an unlimited number of other addressees to notify by email.

  • There is a special notes area for entering additional notes about the task.

  • When a scheduled task is created the technician will receive an email with a special attachment that will allow them to optionally add the scheduled task to their Outlook calendar. This can be done with other programs that support VCARDs as well.

  • Technicians can quickly view a calendar of their tasks for the month, and filter by customer ID or keyword.

  • Administrators have a similar calendar view that shows the schedules of all technicians, with additional filters available.

 




 
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