It is possible to define time slots which are used when scheduling orders. These time slots correspond to the time slot during which the organisation commits to complete the field service operation or delivery. These time slots can be wide (for example, 08:00-17:00) or narrow (for example, 16:00-17:00). Defining a wide time slot results in better optimization.
Create time slots
- Go to the 'Settings' module.
- Click on the tab 'Time slots'.
- Click on the button 'Add'.
- Determine the start and the end of this time slot.
- Click on the button 'Save'.
Note: It is possible to add, edit or delete time slots. If routes have already been optimized, the route optimisation must be restarted.
Note: In order to save time when scheduling orders, the different time slots can be sorted according to their frequency of use. The time slots are displayed in the drop-down list in the order defined when scheduling field service operations. To do this, just click on the 'up' or 'down' arrows located in the first column of the table.
Delete time slots
- Go to the 'Settings' module.
- Click on the tab 'Time slots'.
- Identify the time slot to be deleted in the table and click on '…' and 'Delete'.
- Click on the button 'Confirm'.
Note: If you delete a time slot that has been chosen for upcoming orders, it is replaced by the time slot placed in the first position in the table of time slots.
Determine the time slot for a field service operation
In the field service operation scheduling form
After having added time slots, it is possible to choose a time slot in the field service operation scheduling form. Just select the required time slot from the drop-down list 'Time slot'.
Note: When scheduling a task, you can also select up to 4 time slots for which to display availability.
In the import file
When importing orders, it is possible to determine a time slot by adding it directly into the import file in the format HH:MM-HH:MM in a 'time slot' column. For example, 08:00-10:00.
Note: It is possible to add a time slot that has not been created beforehand in the 'Time slots' tab. When the file is imported, the time slots are automatically created.
