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Service Appointment Generator

Deliver multi-day project work without crew management

Overview

The Service Appointment generator allows a planner/dispatcher to easily assemble a team of technicians to deliver service over multiple days and weeks on a single work order.

1 of 3

  • Manage adhoc teams of technicians within a work order.

  • Use the knowledge of the dispatcher, planner and scheduler to assign technicians at the time of service appointment generation.

  • Easily maintain large numbers of service appointments from a single screen.

This package consists of: - A configurable screen that prompts the user for key parameters such as job duration, start and end dates, start times and resources and skills required - This same screen can be used to manage existing work orders to allow for needed changes to duration, dates and technician assignments- An assignment engine that generates service appointments and assigns them by role/skill to selected resources in selected territories - Compatibility with Salesforce Field Service, such that scheduling and optimization capabilities of Salesforce Field Service can be used on service appointments generated by the Service Appointment Generator component Review Installation Steps prior to installation: https://salesforce.quip.com/rZW0AMsat3JW

Categories

Features
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Editable Code
This product is installed as an unmanaged package in your Salesforce org and its code is available to view and modify.
Lightning Ready
Editable Code

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