Service Scheduling
Scheduling is optional and is configured through the supported customer, property, and service-assignment workflow.
Configure a schedule
- Open the customer and select the appropriate property.
- Open the service assignment for the work being scheduled.
- Configure the applicable schedule and frequency.
- Review the schedule before saving it.
A schedule belongs to a specific service assignment and property. Supported frequencies are Weekly, Every Two Weeks, Twice Per Month, and Monthly. Scheduled work uses visit and status concepts that support Monthly Billing.
Important: Do not enter the same service manually as a Charge if that work is also represented by a Scheduled Visit intended for Monthly Billing. Keep the workflows separate to avoid duplicate billing. Billing Manager should not be assumed to resolve every possible manual and scheduled collision automatically.
Future scheduled visits are not intended to be posted as completed billing activity before their service date.