Overview
Readysell allows you to set up events from a service call.
The schedule is made up of service calls and each service call activity for that service call.
The scheduled event is created from the service call, not the service order. So each event on the schedule is linked to a service call for that technician.
At the time the first call is created, the event on the schedule is logged in a grey colour.
When the call has activities added to it, these call activities are logged on the schedule.
If the call activity is a type of Labour, the colour of this event on the schedule is Green
If the call activity is a type of Travel, the colour of this event on the schedule is Blue.
If the call activity is a type of Remote support, the colour of this event on the schedule is Orange
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Once the calls are finalised, the original call on the schedule is updated to have a status of Posted
The event for the service call is created only if the user is set up to show on schedule.
You can drag an event from one day/time to another day/time for the same technician.
You can drag an event from one technician to another technician.
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If you assign a service call to a user that is set up as a technician BUT NOT to show on schedule no event will be created on the schedule for that service order call for that technician.
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Setup
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Ensure that the user is flagged as 'show on schedule' and 'is technician' from within the user's table
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Inserting a service order
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