Field Service

Streamlined Appointment Assistant

With Appointment Assistant you can track your customers’ service experience from the moment they contact you until the moment the engineer arrives. Customers can schedule and reschedule their appointments, but now they can do this as well when the engineer is on the way. Appointment Assistant can then notify the engineer of the change to the schedule. It is also possible to let customers edit their address when they confirm the upcoming appointment.

To enable this, change the settings in the Self-Service Scheduling and Real-Time Location component. The notifications can be set in the Self-Service Scheduling Custom Notification flow.