Overview
Click Get Adaptive Availability when you're booking or rescheduling a job to see the first available time slots and other available time slots in an easy-to-use pop-up screen. This helps you determine the best time slot to use when scheduling a job so you can provide your customers with accurate information.
Who uses this feature
CSRs and dispatchers
Primarily benefits Residential Service and Commercial Service business types
Applies to all trades
Feature configuration
Account configuration is required to use this feature. Please reach out to your Customer Success Manager (CSM) to get access.
Permissions are required to use certain Adaptive Capacity features. Please contact the account administrator on your team.
Things to know
For additional context, you can view Availability Details in Get Adaptive Availability while scheduling jobs. For more, see View Availability Details in Get Adaptive Availability while scheduling jobs.
Depending on your office's settings for Adaptive Capacity, you may see a warning when a time slot doesn't have enough available technicians, but remains open due to strategic adjustments. You can click the time slot to see more details.
Book a job using Get Adaptive Availability
To use Get Adaptive Availability when booking a job:
Answer an incoming call or search for and click the service location as you normally would on the Call Booking screen.
Note: If the location record opens automatically, close it. If the customer doesn’t have a customer and location record yet, create records for them.
Click the Job Type dropdown and select a job type.
Click the Business Unit dropdown and select a business unit.
Click Get Adaptive Availability.
Select a time slot from the First Available tab, or select a time slot further into the future from the All Available tab. For more, see the Filter Adaptive Availability section of this guide.
Tip: In addition to time slots, Get Adaptive Availability shows you helpful details such as the job type, customer name, service location, job duration, and required skills.
If needed, click Edit
next to the job duration to modify it for this job. Note: By default, job duration is determined by the duration set in Job Type Settings.
After you update the job duration, availability details refresh and the new duration overrides the default in the availability request.When finished, click Select Window.
Note: If you use arrival windows, then time slots you select in Get Adaptive Availability automatically generate the arrival window on the Call Booking screen. If you use business hours, then the time slots shown are your business hours.
Fill out the remaining job details and then click Book job.
Note: All technicians, regardless of their availability, are shown in the Technician filter on the Call Booking screen. If your office wants you to assign a technician, filter by Technician or use routing details to pick a technician in Get Availability, depending on your company's preference.
Filter Get Adaptive Availability
After you click Get Adaptive Availability, you can use the filters and tabs to find a time slot for the job you're booking. This helps you narrow the visible time slots to the specific criteria you're looking for.
Note: The Access Get Adaptive Availability Filters permission is required to use this feature. Please contact the account administrator on your team.
Filters
You can filter availability by Weekday, Technician, Skill, and Zone.
The Weekday filter allows you to select a specific day or days to find availability for.
The options in the Technician filter are based on the Skill and Zone filters. If you select a technician that's not in the Matched section of the Technician filter, you might not see any time slot results. This is because that technician won't have the required skills or be in the correct zone.
If you widen your selections in the Skill or Zone filter, less availability options will show up because the requirements became more restrictive.
Tabs
Use the tabs to find available time slots for the job.
Click the First Available tab to find the first four available time slots within 30 days. The very first available time slot is highlighted with a Star icon.
Click the All Available tab to find available time slots over the next month and beyond.
In the All Available view:
Dates with available time slots are shown with a dot below the date on the calendar.
Dates with no availability have no dots on the calendar.
Unavailable time slots have an Unavailable tag on the right.
If a time slot is Unavailable, you can select it and click Availability Details to find out why. For more, see View Availability Details in Get Adaptive Availability while scheduling jobs.
Note: If your office is using routing with drive time and technician assignment, an additional tab and details appear that you can use to schedule and assign technicians based on routing. For more, see Optimize routing with drive time and technician assignment in Get Adaptive Availability.
Reschedule an appointment using Get Adaptive Availability
To use Get Adaptive Availability when rescheduling a job:
Open the Job Details Flyout or the full job record for the appointment you need to reschedule.
If you're using the Job Details Flyout, click More
> Reschedule next to the appointment. If you're using the full job record, click Edit 
next to the appointment.Change the date of the appointment then click Get Adaptive Availability.
Select a time slot from the First Available tab, or select a time slot further into the future from the All Available tab. For more, see the Filter Adaptive Availability section of this guide.
When finished, click Select Window.
On the Edit Appointment screen click Save Changes.
Note: All technicians, regardless of their availability, are shown in the Technician filter on the Call Booking screen. If your office wants you to assign a technician, filter by Technician or use routing details to pick a technician in Get Availability, depending on your company's preference.
Book a recurring service event into a job using Get Adaptive Availability
To use Get Adaptive Availability when booking a recurring service event into a job:
Go to Follow Up > Recurring Service Events.
Use the filters to find the recurring service event you want to book into a job.
Click the Actions dropdown next to the job then select Book Event.
Click the Job Type dropdown and select a job type.
Click the Business Unit dropdown and select a business unit.
Click Get Adaptive Availability.
Select a time slot from the First Available tab, or select a time slot further into the future from the All Available tab. For more, see the Filter Adaptive Availability section of this guide.
When finished, click Select Window.
Fill out the remaining job details and then click Book Job.
Note: All technicians, regardless of their availability, are shown in the Technician filter on the Call Booking screen. If your office wants you to assign a technician, filter by Technician or use routing details to pick a technician in Get Availability, depending on your company's preference.
Book a recall, warranty, or lead job using Get Adaptive Availability
If you've set recall, warranty, and lead guides, you can use Get Adaptive Availability to book a recall, warranty, or technician-generated lead job:
Search for and open the job that generated the recall, warranty, or lead.
Click the Job Actions dropdown and select Recall, Warranty, or Lead, depending on the type of job you need to book.
Click the Job Type dropdown and select a job type.
Click the Business Unit dropdown and select a business unit.
Click Get Adaptive Availability.
Select a time slot from the First Available tab, or select a time slot further into the future from the All Available tab. For more, see the Filter Adaptive Availability section of this guide.
When finished, click Select Window.
Fill out the remaining job details and then click Book.
Note: All technicians, regardless of their availability, are shown in the Technician filter on the Call Booking screen. If your office wants you to assign a technician, filter by Technician or use routing details to pick a technician in Get Availability, depending on your company's preference.