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

Field service Scheduling Board

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Posted on by 22
Hi 
 
1. we have work order numbers showing on each booking on the Scheduling Board is there a way that you change this to the name of the site? 
2. Is there a way you can see a list of work orders that are ready to schedule for each account so we can schedule all them at the same time?
 
Thank you in advance for your help.

 

 
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  • Verified answer
    Cui Hao Profile Picture
    on at
    Hi,

    You can customize this work order number.
    After testing, it is possible to successfully customize the work order name as shown in the following figure.





    On the Work Order List page, you can sort the work orders as needed and then filter them using filters. Once you have found a list of work orders for a specific customer, you can process them one by one or use batch operations to schedule multiple work orders at the same time.



    Best regards,
    Cui Hao

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