Suggested appointments help you quickly assign the right engineer to the right job by offering intelligent time slot suggestions, tailored to your team’s real-world availability and expertise.
💡 How It Works
Commusoft uses multiple factors to generate these suggestions:
Engineer home or start location
Engineer shift patterns
Engineer skills
Job skill requirements
By combining this information, Commusoft can recommend available engineers whose skillset, availability, and location align with the job.
📌 Where to Find Suggested Appointments
You’ll see suggestions during the job scheduling process.
Create a job as usual from the customer record.
Proceed to the Diary view to schedule it.
Next to the Map View tab, click the ‘Suggested appointment’ tab.
A side panel will appear on the left, showing recommended options.
⏳ Please note: It may take a few moments for Commusoft to generate the most suitable appointment suggestions.
✅ Using a Suggested Appointment
Browse the list of suggested time slots and engineers.
Click on the one that suits your needs.
Commusoft will apply it to the diary and open the standard Job panel for any final adjustments.
Edit job details as needed and save.
⚙️ Settings Required for Suggested Appointments
This feature depends on several setup steps—be sure they’re completed first.
1. Engineer Skills & Shifts Must Be Set
Go to Settings > Users > Users
Click View next to the engineer
Under Business details, click Edit
Add skills the engineer holds
Set their shift pattern
2. Home Address for Engineers
Still under the same user profile, go to Personal details
Click Edit personal details
Enter the home address (used to determine travel distance and route)
🏠 If this field is blank, Commusoft will use your office address as the starting location.
3. Job Descriptions Must Have Skills Assigned
Go to Settings > Jobs > Job Description templates
Either:
Add new job descriptions with the correct skills assigned, or
Edit existing ones and add the relevant skills
This ensures Commusoft knows which engineers are qualified to complete which types of jobs.
❓Common Questions
💭 What if no suggested appointments show up?
A: Check that the engineer has shifts, skills, and a start location configured—and that the job type has the correct skills assigned.
💭 Can I still assign someone manually?
A: Yes, suggested appointments are optional. You can always assign engineers manually using the diary or map view.
💭 What address is used for travel time?
A: The engineer’s home address (or the office address if left blank).