The new map-based scheduling feature will allow you to more easily select the best day of the week that matches the service you've selected or routes in the area, helping identify the best place to schedule and route your customer.
From the customer's profile, navigate to the Services tab and click the plus icon to begin adding a new service. (Select the Beta new Configured Services)
On the "New Service" screen, browse or search the list to find the service you want to add. You can use the filters on the left or the search bar to narrow down the options.
Once you've selected a service, click the Schedule service day button at the bottom right.
The system will default applying filters that match the selected service (Measure, Action & Business line). This will match up to routed stops matching the service, however you can remove those filters as needed to open up more options for routing. The radius can be adjusted as needed.
Use the map view to find the best service day to schedule your customer/service. The map displays existing services in the area, color-coded by the day of the week, helping you maintain route density. You can switch between WEEK DAY and ROUTE views for more detail.
Week Day view -
Route view -
In the right-hand panel, under On these days, select the checkbox for the desired day of the week for the new service.
Review the generated service dates in the Events preview calendar
Click Publish now to finalize and add the service to the customer's account.
Once the service is published, don't forget to route the work orders!
