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Service | Customer Service, Contact Center, Fie...
Answered

Follow-on Bookings

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Posted on by 670

I am trying to find a solution to the very common scenario of broken call where an engineer can't complete the work on the 1st visit and another booking has to be made. Examples are:

  • No-Access. they turn up and the customer is absent,
  • Parts Required. they work for some time to diagnose the issue and needs as spare part to be ordered for a second visit. 
  • Aborted visit. they start driving to site and in before they arrive they get re-assigned to an emergency priority booking.

I thought about using a booking status of 'Incomplete' with a Field Service status of cancelled. This would cause the requirement to show up again on the scheduler so it can be scheduled again. The issue with this is that when the booking has an FS status of cancelled no Time Entries are created for it. We need those as Time has been consumed.

A better solution might be to use a FS status of 'completed' and then create a new requirement via a Flow. This works and results in time sheets. The drawback then is that the WO gets set to 'Open-completed' before the new requirement is created. And this may create other issues.

This is really generic requirement and I am wondering how others have solved it. All comments welcome!

Danny

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  • Verified answer
    Gabriel Dias Junckes Profile Picture
    2,428 on at
    RE: Follow-on Bookings

    Hi Lucky.

    I think you have the solution.

    I would also create the Booking Status (e.g. Complete - No-Access) as completed. A use the Flow to create another Resource Requirement.

    This way you still have the time entries and actual (costs).

    Regards,

    Gabriel.

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