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.
How can customers schedule appointments based on technician availability?
Userlevel 7
+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
Hi
Userlevel 3
+1
Userlevel 7
+8
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!
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