Solved

How can customers schedule appointments based on technician availability?

  • 24 October 2023
  • 4 replies
  • 36 views

Userlevel 3
Badge +1

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. 

icon

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

View original

4 replies

Userlevel 7
Badge +8

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.  

Userlevel 7
Badge

Hi @asmith50 were you able to find a solution? Thank you!

Userlevel 3
Badge +1

@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. 

Userlevel 7
Badge +8

@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!

Reply


About Acumatica ERP system
Acumatica Cloud ERP provides the best business management solution for transforming your company to thrive in the new digital economy. Built on a future-proof platform with open architecture for rapid integrations, scalability, and ease of use, Acumatica delivers unparalleled value to small and midmarket organizations. Connected Business. Delivered.
© 2008 — 2024  Acumatica, Inc. All rights reserved