Setting a job appointment is one of the most common activities on Loc8 done on a daily basis that helps your team in office and in field as well as your customers by aligning the people involved through notification messages on important turn of events such as on job scheduling, rescheduling or cancellation.
In this article, we will see how to
- Schedule a new appointment
- Reschedule an appointment
- Cancel an appointment
Scheduling a new job appointment
Select the required job in either List or Map view.
This opens the jobs inspector where you will find the latest job details.
Rescheduling an appointment
You can reschedule appointment while the job is in Open or In Progress (i.e. Enroute, On Site or Checked Out) statuses.
Cancelling the appointment
To cancel the appointment, just click the current appointment date and select Cancel Appointment.
Each time an appointment is scheduled, rescheduled or cancelled, you can set up automatic notifications to update workforce and customers, who will be notified through in-app messages and/or emails. To know more about configuring notifications, please read Configure Notifications.
Go back to Manage Jobs.