Is there any way for agents to view the scheduling dashboard for allocated field calls? The agents need to see what the technicians are scheduled for during the day so they can answer customers on when calls are scheduled.
+12Hi.
There’s a view for the calendar, which can be set for Groups, and set to show Planned dates:
This might work for you, hopefully.
Regards,
The agent view of a scheduling dashboard provides a comprehensive overview of appointments, tasks, and time slots. This interface allows agents to manage their schedules efficiently, view upcoming appointments, and allocate time for various tasks. Agents can often access details about each appointment, such as client information, location, and purpose, enabling them to prepare adequately. The dashboard typically offers a calendar-based layout that displays appointments and availability in a clear and organized manner. Agents can also make adjustments, reschedule appointments, and set reminders directly from the dashboard, streamlining their workflow and ensuring they stay on top of their commitments.
1 person likes this
eeha0120 wrote:
Hi.
There’s a view for the calendar, which can be set for Groups, and set to show Planned dates:
This might work for you, hopefully.
Regards,
Where can this be found? I do not see it. Perhaps it cannot be viewed on Growth
SammpradaCancerCare wrote:
The agent view of a scheduling dashboard provides a comprehensive overview of appointments, tasks, and time slots. This interface allows agents to manage their schedules efficiently, view upcoming appointments, and allocate time for various tasks. Agents can often access details about each appointment, such as client information, location, and purpose, enabling them to prepare adequately. The dashboard typically offers a calendar-based layout that displays appointments and availability in a clear and organized manner. Agents can also make adjustments, reschedule appointments, and set reminders directly from the dashboard, streamlining their workflow and ensuring they stay on top of their commitments.
My agents do not have access. Is this due to the plan we are on (Growth)?
Yes, there are typically ways for agents to view the scheduling dashboard for allocated field calls in many service management systems or customer relationship management (CRM) tools. This feature is valuable for ensuring clear communication between agents and field technicians while also providing better service to customers.
Agents can often access this information through a shared scheduling dashboard or calendar within the software. They can see what technicians are scheduled for during the day, which helps them answer customer inquiries more accurately. This not only improves customer satisfaction but also streamlines the coordination of service calls.
motocollection.us
If you're using a specific software or platform for your field service management, you might want to consult the user manual or contact your software provider for guidance on how to set up and use this feature effectively.
jamesgraham wrote:
Yes, there are typically ways for agents to view the scheduling dashboard for allocated field calls in many service management systems or customer relationship management (CRM) tools. This feature is valuable for ensuring clear communication between agents and field technicians while also providing better service to customers.
Agents can often access this information through a shared scheduling dashboard or calendar within the software. They can see what technicians are scheduled for during the day, which helps them answer customer inquiries more accurately. This not only improves customer satisfaction but also streamlines the coordination of service calls.
motocollection.us
If you're using a specific software or platform for your field service management, you might want to consult the user manual or contact your software provider for guidance on how to set up and use this feature effectively.
Hello James
Thank you for the response. Would the above be for software outside of Freshdesk? Like an app of some sort?
Reply
Join the Community
Already have an account? Login.
Sign in to the Community
No account yet? Create an account.
Social Login
Login with LinkedInor use your username
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.