Smart Service Cloud Knowledge Base

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Suggestions

When you’re creating a new appointment, you might have noticed the “suggestions” button at the bottom. This option is here to help you find the best times/dates to place this service on the dispatch board. Once you’ve selected your customer (and picked a service address) click the suggestions button.

When you open the suggestions feature, you’ll be presented with the above options to choose how much time this service should require, how many days out you’d like to look, and who should be eligible to do this service. You’re choosing these options so Smart Service Cloud knows what criteria to look for in the available time slots.​

Once you click “OK” at the bottom, Smart Service Cloud will automatically schedule the job for the desired timeslot. From there, you can continue with filling out information for this service.