< Processing Service Requests < Scheduling a Service Request

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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:

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​Navigate to Scheduler > Schedule > Service Requests

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STEP 1

How do I Schedule a Service Request?

• 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.

• 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

• 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.

• 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

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STEP 1

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• 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

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• Check the box in the column heading to “select all” or select items individually for scheduling.

• Tap the "Actions" button.

• Then tap “Schedule Services...”

STEP 4

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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

• Choose “New Order” if you want to create a new service order.

STEP 5

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• 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. ​