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How can customers schedule appointments based on technician availability?

  • 24 October 2023
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asmith50
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Has anyone found a way to allow customers to schedule their own service tickets (or request for work) inside of Acumatica? I know they can create CRM cases and those cases can be used to create appointments. My client is specifically looking for a way to allow customers to select a day and a time for a technician to perform work. Those days/times are based upon open availability of technicians. 

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Best answer by Robert Sternberg 1 December 2023, 18:12

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Andrew

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Robert Sternberg
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It might be possible to sync with Exchange to a shared Calendar and subsequently use the office meeting extension to allow the customer to select an available appointment.  This would most likely be handled through a customization.  

Robert Sternberg, Crestwood Associates -- ** Summit 2024 - Visit Us at Booth #600 ** -- If a community member helped you, please *Like* their post/reply. If they provided an answer to your question, please mark it as *Best Answer*.
Chris Hackett
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Hi @asmith50 were you able to find a solution? Thank you!

Chris ~ Let us know how we're doing: https://forms.office.com/r/xmJUdZ1QE5 - A member helped you, please *Like* their post. A member provided an answer to your question, please mark it as *Best Answer*.
asmith50
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@Chris Hackett Outside of a customization, no I have not found a solution. It would be neat to allow customers via a support case to schedule their own appointment's based on technician availability. 

Andrew
Robert Sternberg
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@asmith50 I recommend opening an Acumatica Product Idea at the link below:

https://community.acumatica.com/topic/new?type=idea

 

As an alternative please review the Exchange integration here, which might aid in creating a publicly available calendar that customer’s can review (limit to busy/free) and select an available timeslot.

https://help.acumatica.com/?ScreenId=ShowWiki&pageid=8aeee3d3-3e8a-4ed1-82e7-10b92fb9a73b

 

Hope this helps!

Robert Sternberg, Crestwood Associates -- ** Summit 2024 - Visit Us at Booth #600 ** -- If a community member helped you, please *Like* their post/reply. If they provided an answer to your question, please mark it as *Best Answer*.

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