Maybe you've evaluated a number of Bids or you've sent this Job straight to one preferred Vendor. Now it's time to schedule the service.
Approving a Job Schedule Request
Schedules can be created for Vendors or Engineers. Approved Vendors will have an opportunity to submit up to 3 time slots for the Job Schedule.
- When a Vendor submits times for a Job Schedule, you will receive an email notification as well as an Action Required notification on your Dashboard.
3. Click on the Scheduling Tab - you will see a notification for number of new schedules to approve next to Scheduling.
4. Select your preferred date & time and click on the red Checkmark to approve. The Vendor will receive an email notification that their Job Schedule has been confirmed.
Scheduling the Job
Perhaps you have already spoken with your Engineer or Vendor and confirmed a time for the Job. In that case, you can simply enter the confirmed time into Fyxt so everyone monitoring the job is in the loop.
If you don't see the Vendor or Engineer you're looking for, click on Add them to the Job first
- From your Dashboard click on the Job to open the Detail View.
- Clicking on the Scheduling Tab.
- You'll see the option to "Add" in the upper right. Select the Vendor from the dropdown.
- Select Schedule Job, enter the pre-confirmed date and time, and click Schedule.
- The Vendor will receive an email notification confirming you have added the Scheduled Job.
