Managing Appointments with More than One Assigned Tech

You may find that two or more techs are on a single appointment.

Keep in mind that when this happens:

• There is exactly one of each service.
• There is one appointment (with multiple techs on it).

This means that:

• One and only one technician needs to mark services as complete
• One and only one technician needs to mark appointment as complete
• Marking the appointment as complete will clear the appointment from all devices, not just yours. 

What if I accidentally marked an appointment as complete, and I need it back, or another tech is still working on it?

• Contact your office.  They can view the job in ServiceTrade desktop and re-open the appointment.

What do I choose for "Service Complete?" and "Appointment Complete?" when clocking out onsite?

How to answer "Service Complete?": 

• Is the service / task complete done?  No need for you, or anyone else, to return for any reason?  Then choose yes, the service is done. Else choose no.

How to answer "Appointment Complete?":

• If you need to come back to the job later (as in, after lunch, or a run to Lowe's, choose "No, do not remove this appointment from my list."
• If you are done BUT others are staying on the job later than you, choose "No, do not remove this appointment from my list."
• If everyone is done with this appointment, everyone is leaving, and no one will be back today, then and only then, choose "Yes, remove this appointment."

What if I need to come back tomorrow?

• The intention of appointments is to mean a specific visit on a specific day.
• To achieve maximum clarity for technicians, we recommend that the office set up multiple appointments if a job spans more than one visit. 
• If you do need to come back tomorrow, and the office has not set you up with multiple appointments, you should choose "No, do not remove this appointment from my list."