A “Firm Appointment” is one that must be completed on the scheduled date and time and should not be changed.
A “Firm Appointment” is shown as Pink in the Scheduler.
Schedule Board
Marking an Appointment as Firm
Once an appointment has been marked as “Firm”, it may not be moved or modified within the Schedule Board unless the User removes the “Firm” flag.
A “Firm” appointment can be used for Service Tickets or Job appointments.
When Marking an Appointment as “Firm,” this will lock down the date/time and Technician for the appointment.
While that appointment is locked, several restrictions are put into place by the software:
- Users cannot drag-and-drop a “Firm” appointment to a different timeslot or to another Technician on the Schedule Board.
- You cannot “drag-adjust” the length of an appointment on the Schedule Board.
