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Schedule and dispatch settings

21 articles
Set up and manage Diary/Schedule settingsDiary, Schedule, Layout, Appointment, Event
Setting up service windowsDefine estimated arrival times for customers, configure appointment slots for booking portals and notifications
Set up and manage shift patternsUser shifts, overtime, breaks, scheduling, scheduling engine
Engineer survey email templateEngineer estimate sheet email message
Customer estimate confirmation template
Work address estimate confirmation template
Estimate no access email template
Customer job confirmation template
Work address job confirmation template
How to set up job address remindersSet up automatic email and SMS reminders before booked job appointments, so fewer visits end in no access.
Work address job access template
Engineer Job Sheet Email Template
Job no access email template
Setting up public holiday templatesSet up public holiday templates, configure holiday dates, assign to users, and automatically block out diary schedules for time off.
Job on our way SMSTravel SMS, Engineer SMS, On our way SMS, Technician SMS
Estimate on our way SMS
Set up the Engineer job sheet SMS templateSMS, Job sheet, text message, job detail sms
Set up and manage Route optimisation settingsConfigure Route optimisation, enable overtime slots, set maximum travel distance limits for bookings through the scheduling engine
Surveyor estimate SMSEngineer Estimate Sheet SMS
Setting up the Google calendar integration
Setting up the Outlook calendar integrationSync your Commusoft appointments with Outlook for accurate, automated scheduling and easier calendar management.