Technician Appointments

If your business sells something and then has to turn up at the customer's address to make it work — install the split unit, assemble the wardrobe, take the sample — this is the part of the menu that plans the visit. You describe the work, group your field staff into crews, tell the system when those crews are available, and then book slots on a weekly calendar that shows in colour who is already promised elsewhere.

It is a self-contained booking system with its own licence, crm-technician-appointments, and no connection to the machine- or service-maintenance suites next door in this menu. Two things are worth knowing before you start: an appointment books one crew, never two, and a technician belongs to exactly one crew — most of the rules on these pages follow from those.

The Setup

The catalogue of work, the teams that do it, and the hours they are bookable in. Build these in order; each one narrows the pickers on the next.

📅How It All Fits TogetherThe nine screens, the chain that joins them, and the department-section step nothing works without.🧰Services and ProceduresThe single task and the job it belongs to — and why you book the procedure but report the services.👷Technician CrewsThe crew, its supervisor, its colour on the calendar, and the one-crew-per-technician rule.⏰Appointment Booking SettingsWorking hours borrowed from an attendance shift, slot length, and the book each section numbers appointments in.

Booking the Work

Where the day is actually planned — the calendar you draw and rearrange visits on, the document that comes out of it, and the schedule technicians see.

🗓️The Booking CalendarDraw periods and save, drag booked visits to a new time, change their status — or open it pre-filled from a link.📌The Technician AppointmentThe booking document: its status, its materials, its change history, and the one-crew rule on its rows.👤My AppointmentsThe field schedule for technicians, section supervisors and administrators, with filters.

After the Visit

Recording what was really done, and keeping the crews accurate as people move around.

📝Service DistributionWhat was actually done, by whom and for how long — and how it moves the appointment to Executed.🔀Technician TransfersMoving somebody between crews in one committed document, and what the move deliberately leaves alone.