Its a common problem.
Booking site visits for a rep where an existing appointment has already been made but in a different location. Clearly we cant be in two places at once !
What can we do about it ?
With Workforce Manager we can activate several tools to eliminate this problem. Here's the Booking Events dialogue that pretty much makes this self explanatory. Each Rep can be set separately creating an exact timetable of availability for each person.
The events tracker is split into 3 sections that allow us to either warn that a booking will overlap or prevent it from being booked at all.
Once an event is active, bookings for the selected rep will be made according to the settings within the Booking Events Manager for each Rep.
If you would like to find out more about our Booking Events module, visit the How To guide Here.
About the author:
Jim Simmonds
Web designer and occasional blogger. As owner/manager of AutoVu Solutions, my commitment to my customers remains my highest priority. Our Field Service Management system is designed to make running your business a simpler process.
If you would like to know more about AutoVu and what we can do to help your business, why not check out our Frequently Asked Questions page, or Contact Us any time to discuss your specific requirements.