< Processing Service Requests < Scheduling a Service Request
The option to "schedule" a service request will move the selected services onto a service order, which means that the services will now appear on your live schedule and will be invoiced at the time you normally raise your invoices.
Services on a service request are not usually scheduled until after you have completed your approval process to ensure that you can provide the services your clients have requested.
After a service is scheduled, a Service Scheduled Email Notification is sent to your client.
See How Do I View Service Requests? to see how to access your service requests.
ON DESKTOP:
Navigate to Scheduler > Schedule > Service Requests
STEP 1
How do I Schedule a Service Request?
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From the Service Request processing screen, click on the blue link for the service request you wish to schedule.
STEP 2
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Check the box in the column heading to “select all” or select items individually for scheduling.
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Then click “Schedule Services...”
STEP 3
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Either choose an existing service order, and the requested services will be added to that service order and be added to the schedule, or
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Choose “New Order” if you want to create a new service order.
STEP 4
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In this example of choosing a New Order, type the name in the panel.
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Click "Schedule Services".
A copy of the confirmation email is shown below, as it might appear in Outlook or a similar mail program.
ON MOBILE
STEP 1
-
Navigate to Scheduler > Schedule > Service Requests
STEP 2
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From the Service Request processing screen, tap on the blue link for the service request you wish to schedule.
STEP 3
-
Check the box in the column heading to “select all” or select items individually for scheduling.
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Tap the "Actions" button.
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Then tap “Schedule Services...”
STEP 4
-
Either choose an existing service order, and the requested services will be added to that service order and be added to the schedule, or
-
Choose “New Order” if you want to create a new service order.
STEP 5
-
In this example of choosing a New Order, type the name in the panel.
-
Tap "Schedule Services".
A copy of the confirmation email is shown below, as it might appear in Outlook or a similar mail program.