Appointments permissions: recommended workflowLast updated on 05/12/2023

This article helps you answer common questions regarding the new or changed Appointments permissions.

• Some existing permission names have been changed and some new permissions are now available with Appointments.

New employee permissions

1. Create appointments on a job

• The new employee permission is disabled by default.

• The Create appointments on a job permission allows you to create new appointments, and without this permission you can still edit existing appointments.

Changed employee permissions

• If employees already have original permissions, they automatically should have these permissions but with changed names:

  • Add Appointment has been changed to Add non-job event. Note: It has been renamed to avoid confusion as this permission relates to timesheets.

  • Edit Appointment has been changed to Edit non-job event. Note: It has been renamed to avoid confusion as this permission relates to timesheets.

New technician permissions

1. Request an additional appointment for a job

   • Allows a technician to send a request to the office to create an additional appointment from the closeout screen.The alert appears on the right side of the Dispatch board and in the Job Tray.

   • You can also create an email and/or SMS alert in Settings > Alerts > Technician   Requests Additional Appointment.

2. Lead technician actions

   • It gives a technician the ability to mark the entire appointment as Done even if there are other technicians currently assigned to that appointment. Without this permission a technician can only mark themselves as Done and can’t complete the entire appointment.

Existing technician permissions

• If technicians already have the original permission, they should automatically have these permissions but with changed names

  • Done For Now Access has been changed to Pause on An Appointment. Note: It is a name change, that puts the appointment on pause, not the entire job.

  • Reschedule Job has been changed to Schedule additional appointments on a Job. This allows technicians to schedule additional appointments, rather than rescheduling the same job over and over.

  • Place Job On Hold — The name has not been changed. If you select it, it marks the appointment as Done, and creates a duplicate future appointment that puts it on Hold.

• Technically a technician can have both Schedule additional appointments on a Job and Request an additional appointment for a Job permissions but in reality they should have either one or the other. It depends on a role, for example a sales technician or some lead installers that can manage their own install calendars can get the Schedule additional appointments on a Job permission while a service technician or standard installer can have only the Request an additional appointment for a Job permission.