Scheduling a Work Order: Steps for Confirmation and Technician Assignment

Scheduling a Work Order: Steps for Confirmation and Technician Assignment

Once a work order has been created or converted from a lead, it must be scheduled before work can begin.

Overview

Newly created work orders will have a status of Pending Schedule. This article walks through how to open the scheduling flow, review customer availability, assign a technician, and confirm the visit.

Step 1: Open the Work Order

1

Find the Work Order

Navigate to Work Orders from the left menu, filter by Status > Pending Schedule.




You can also go to the Schedule page and filter by Pending Schedule. Open the work order with a Pending Schedule status.
2

Begin Scheduling

Click the Schedule button (blue). You will be taken to the scheduling page.

Step 2: Review Customer Availability

3

Check Notes and Availability

Before assigning a technician, confirm the following:

  • Any internal notes from the customer
  • Preferred dates, time windows, or SLAs
  • That scheduling aligns with customer expectations

Step 3: Schedule the Visit

4

Complete the Scheduling Fields

Fill in all required scheduling details:

  • Estimated Time Needed (service duration)
  • Assign a Technician
  • Start Date and Start Time
  • End Date and End Time

Ensure the assigned technician is available and the time window is realistic for travel and service duration.

Step 4: Confirm the Schedule

5

Review and Confirm

Review all scheduling details, then click Confirm Schedule to save. The work order status will update and the visit will appear on the Schedule calendar.

What Happens Next

Once the visit is scheduled:

  • The technician will see the visit on their schedule
  • Customer notifications may be sent (if enabled in Customer Communication settings)
  • The work order is ready to move to Onsite when the technician begins work


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