How can customers schedule appointments based on technician availability?

  • 24 October 2023
  • 4 replies

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. 


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

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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

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:


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.


Hope this helps!


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