Summary

Create arrival windows for your customers so your tech's arrival expectation is a time range rather than an exact time.

Key Points

Create arrival windows for your customers:

Auto-select from Fixed Time Windows, such as 8 am to 10 am
Use the default Relative Time Window, such as 30 minutes before and after the scheduled time
Manual Time Window, such as 1 hour before and after the scheduled time

From the Top of the Navigation Menu, click Settings (gear icon)

2. From the Settings Menu, under the heading Company Setup, click Arrival Time Windows

Select Auto-select from Fixed Time Windows, then press the green Apply button. This will be the default choice for each Work Order. You can override your selection later on any Work Order.

Auto-select from Fixed Time Windows

This time window creates arrival windows for your customers at a fixed (global) time frame across all Work Orders.

Fieldwork will auto-select the arrival time window from the options you create.

Important note: Fixed Time Windows cannot overlap. If a Work Order is scheduled to start outside of the available time windows you create, the Start Time will be used for the appointment time in lieu of an arrival window.

To create a fixed time window, click the + in the box.

Set the window Start and End times, typically a one-hour window (8 am to 9 am) or a two-hour window (8 am to 10 am) is used. However, you can also create a morning window and an afternoon window (8 am to 12 pm and 12 pm to 5 pm), for example, if that's applicable to your workflow. Enter your times and click the Create Time window button.

Create as many as will fill up your work hours, click the Edit button to change times, and click the Garbage can to delete it.

Use default Relative Time Window

A relative time window is specific to an individual Work Order. It creates a window of time around each Work Order's scheduled time. Examples include: 30 minutes before, 30 minutes after. This means that if the actual Work Order time is 10:30am, the time window will be 30 minutes before 10:30 and 30 minutes after.

To create a relative time window, click the + in the box.

Select the time before and the time after. Click the Default check box if this is to be the default selection for every Work Order. Click the Create Time window button.

If you click Default, you will be asked to confirm to update. If you would like the appointment reminder settings for all NEW WORK ORDERS & NEW WORK ORDER SERIES updated, then click Update all existing work orders and future work orders in an existing series. To save your changes, click the grey Apply button.

Create as many windows as appropriate.

Making the selection in the Work Order

Click on the Schedule Tab in the work order

Set a time window from the Work Order

Do not use Arrival Window for this Work Order
No arrival window will be used. Customer's appointment reminder and the technicians' calendars will show the time scheduled.

Auto-select from Fixed Time Windows
The fixed time window will be automatically selected based on the start time and how it fits within your Fixed Time Windows. If your time window is 8 am to 9 am and your start time is 8:45 am, the time window will be 8 am to 9 am.

Select from Relative Time Windows
Pick the time window from the drop-down list of Relative Time Windows you created.

Manual Time Window

Create a time window that best suits the technician's and the customer's schedule. If the start time is changed, update the time window to reflect that change, as a manual time window is not updated automatically.