Note: This feature is currently beta testing and is not available to all Pros.
Note: During the alpha stage of Appointments it is required that Time Tracking is turned off. Please review this help article on how to toggle Time Tracking on or off.
In this article you'll find an overall explanation of what's changing during beta testing in Multi-day Job Appointments. Learn how Appointments can be used by both employees in the field and office staff.
Table of contents:
Creating a new job
The introduction of multiple appointments on a single job functionality shouldn't complicate the process of creating a job with a single appointment (single visit). The flow of adding a new job remains almost unchanged.
The only change you will notice is the name of the card will now say "Appointment" instead of "Schedule":
It is still possible to:
create a job without a schedule (which means without any appointments)
or to create a job with a schedule (which means a job with a single appointment)
Please note it is still possible to schedule an unscheduled job by dragging it
to the selected date and time, from the unscheduled list next to the calendar.
Adding an appointment to an already existing job (currently available on Web only, mobile coming soon)
Once a job is created (as a single job or without any appointment), it is possible to add an appointment to it by adding each appointment one by one.
It is possible to add appointments either:
by clicking on the ADD APPOINTMENT blue button at the top of the page
or by clicking on the ADD APPOINTMENT button visible in the new section of the job details page, called Appointments (please note that this section appears only when a first appointment is scheduled for the job)
How many appointments are added to a job?
It is possible to see how many appointments have been added to a job by looking at the information below the ADD APPOINTMENT button at the top of the page, or by looking at the Appointments section of the job details page. If you'd like to see the details of each appointment (the status of an appointment, date and time range, arrival window, and who is assigned to it), you can expand the Appointments section.
Please note, for an appointment to be created, it needs to have information about the date and time range, and at least 1 employee assigned.
Status of an appointment
There are three possible statuses of an appointment:
Scheduled- when an appointments is created, have the date and time range, and at least 1 employee is assigned to it
In progress- when any of the employees click OMW or Start buttons for a particular appointment (this can be done either from the mobile app or from web)
Note: Admins/Office staff can still change the status even if they're not assigned to an appointment)
Finished- when any employee clicks the Finish appointment button for a particular appointment
Please note, that an appointment cannot be in an Unscheduled status, and that it's possible to delete appointment from a job. Once deleted, an appointment cannot be retrieved.
Changes to an appointment status automatically changes the job status, in a way that:
Job status changes from
Scheduled- when the first appointment is added to a job
Job status changes from
In progress- when the first appointment status changes to In progress
In order for a job status to change from
In progress to
Completed, an employee with sufficient permissions has to change the job status manually - by clicking Finish button and then selecting Finish job on web or Finish job button on mobile app.
What can I do with an appointment?
In order to change the date and time range:
either click on a calendar icon next to the appointment you'd like to reschedule (when clicked, calendar view as on job details should open)
move the appointment tile on the schedule tab calendar view
In order to assign an appointment to another employee:
click on a pencil icon next to the appointment you'd like to reassign, and then select employees that should be assigned to that appointment... once the selection is changed as desired, click Save
Change arrival window (currently available on web only)
In order to set an arrival window for each appointment:
click on a pencil icon next to the appointment you'd like to reassign (when clicked, calendar view as on job details should open), and then click on Arrival window icon to the upper right corner of the screen and select desired option (if you'd like to save it as default, please remember to check the box on the bottom), and then click Done
Delete (currently available on web only)
In order to delete an appointment:
click on three dots icon next to an appointment you'd like to deleted and then choose Delete
and then confirm you really want to delete selected appointment
Sending OMW notification
With introduction of appointments, it is now possible to send On My Way notification multiple times on a single job - once per each appointment. To do this, either:
click OMW button at the top of the page -> then select for which appointment OMW should be send -> and then decide if customer notification should be send?
or click on three dots icon next to an appointment you'd like to send notification for and then choose Send OMW (you can also decide if the notification should be sent to the customer)
Please note that the timestamp of OMW notification at the top of the page will always present the time of selecting the first OMW for any of the appointments on the job.
Job statuses, as well as employee statuses (available on mobile app) remain unchanged with the introduction of appointments, but appointments themselves have their own statuses, which can be changed either from web or from mobile app.
How to change status from web?
You can either select the Start button at the top of the page -> then select which appointment should be started -> and then confirm
or click the three dots icon next to an appointment you'd like to start and then choose Mark as in progress (you can also decide if the notification should be sent to customer)
You can either select the Finish button at the top of the page -> then select which appointment should be finished -> and then confirm and decide if customer notification should be sent?
or click the three dots icon next to an appointment you'd like to finish and then choose Mark as finished (you can also decide if the notification should be sent to customer)
Please note that you can, at any time, finish the whole job; and each appointment status will remain as is.
In order to understand how to change appointment status from a mobile app, please go to How are the appointments displayed on the mobile app section? below.
How are appointments displayed on the calendar?
Each appointment for a single job is visible on every calendar in Housecall Pro as a separate item (this is because each appointment has a different date and time range.)
In order to recognize which appointments are scheduled for the same job, you can hover over an appointment and look for job information or invoice number information. Invoice number information should be selected in the calendar display settings.
Please note, that currently it might look like there are duplicates of the same job on the calendar, because appointment name/number is not displayed - this will be fixed in the future.
Styling of each appointment is done according to the job status, not the appointment status, and based on the assigned employees - as described in this help article What do the different job, estimate, and event colors in the calendar mean?
How are the appointments displayed on the mobile app?