Use Arrival WindowsLast updated on 03/31/2022
Say goodbye to having to leave a note in the job summary or remember to add a tag to track arrival time! Track the time you promised to customers on the job itself with Arrival Windows. Add pre-set arrival windows that align with general best practices for your business or use custom ones in special cases like multi-day jobs.
Things to know
After Arrival Windows is enabled, you are required to select an arrival window for all the jobs that you book. Existing jobs are unaffected unless you reschedule them, at which point you are prompted to select an arrival window for them.
When you start using Arrival Windows, customer booking notifications immediately use the start and end times set in the relevant arrival windows. This means that if you use customer notifications, you should update all existing jobs booked for today’s date as well as future dates with the correct arrival windows.
The difference between the job start time and the arrival window is that the job start time is the time the job is expected to begin, while the arrival window is a range of time when a technician is expected to arrive at the service location.
The arrival window for a job doesn’t affect where it shows up on the Dispatch Board. Jobs with arrival windows still show up on the Dispatch Board based on their job start times.
Dragging a job on the Dispatch Board doesn’t update or change its arrival window in any way. The job start time updates as usual, to the time you place the job on the Dispatch Board.
Add a pre-set arrival window to a job
Note: In the case of either a new or a rescheduled job, adding an arrival window will update the job start time based on the way the administrator on your team has configured Arrival Windows.
When booking a new job, add a pre-set arrival window by selecting it from the dropdown. Choosing a business unit during call booking limits the arrival window dropdown options to those associated with that business unit. If you don't select a business unit, all arrival windows are grouped by business unit in the dropdown.
Be sure to add a job start time that is within the arrival window.
When rescheduling a job, add an arrival window by selecting it from the dropdown. The job start time should be within the arrival window.
Add a custom arrival window
Custom arrival windows allow you to specify an arrival window that is not one of your pre-set arrival windows. Custom arrival windows, unlike pre-set ones, can span more than one calendar day, so use them for jobs that go past midnight on the first day and into the next.
To add a customer arrival window to a job, start booking the job or rescheduling the job as usual. Select Custom Window from the dropdown. Add the start date and time as well as the end date and time, then complete the booking or rescheduling as usual.
View the arrival window for a job
To see what the arrival window for a job is, you can go to either the job screen or the Dispatch Board.
On the job screen, you see the arrival window both on the job status and in the job audit trail.
On the Dispatch Board, hover over a job to see its arrival window.
Want to learn more?
Important note: Some features may not be currently included in your account and additional configuration may be required. Please contact technical support for details.