Book an appointment for existing work orders and work order tasks

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 1 Minute Lesedauer

    • Book an appointment for an existing work order or work order task from either the Customer or the Consumer Service Portal.

    Vorbereitungen

    Role required: appointment_booking_user

    Setup the Field Service Order Configuration to book an appointment for work orders and Field Service Task Configuration to book an appointment for work order tasks. For more information, see Configuring Appointment Booking.

    Warum und wann dieser Vorgang ausgeführt wird

    Prozedur

    1. Log in to the Customer or Consumer Service Portal.
    2. In the portal header, click Support > Work Orders.
    3. Select the work order or work order task from the list.
    4. In the related list, select the work order or work order task number for which you would like to book an appointment.
    5. Use the appointment booking widget to schedule an appointment.

    Ergebnisse

    When work order task is accepted by the assigned technician, customer receives SMS and email notification that their appointment is confirmed.