Current eMessage > Software Update > January 2022

Software Update

Start 2022 strong with Customer Master’s Advanced Scheduler

by Julie Riecken, Training Support Manager

Scheduling appointments for Service Orders, Trouble Tickets, Sales Lead Tickets, and Locates just got much easier in Customer Master with the launch of the Advanced Scheduler in version 21.2. If you are looking to improve the efficiency of your scheduling process, the Advanced Scheduler in Customer Master (and MACC Mobile) is the answer with its recent makeover.

Just a few of the new features of the Advanced Scheduler include:

1. One central location for all appointments – viewed either in Customer Master or MACC Mobile
2. Appointment reminders can be sent to your technicians
3. Appointment reminders can be sent to your customers
4. Recurring appointments can be blocked out on your employees’ calendars
5. Appointments in the CM Scheduler can be auto-sent to a third party calendar (such as Outlook)
6. Appointments can be color-coded for easy identification
7. Approved Paid Time Off (PTO) requests from the Time Management System can be displayed on the CM Scheduler
8. Appointments can be scheduled directly from Service Order, Trouble Ticket, Sales Lead, or Locate Tickets as well as Stages
9. The Scheduler can be used as a dispatch tool to drag appointments from the Scheduler grid and place them on the Scheduler Calendar
10. Employees may acknowledge their appointments

As mentioned, the Scheduler works great with MACC Mobile also. Your technicians can easily see their day from MACC Mobile – eliminating any paper schedules that might be needed to plan their day.

Most importantly, having a good schedule to follow will help with customer retention and satisfaction.

If you are using Scheduler already, and are preparing for the CM 21.2 upgrade, be sure to take Scheduler training. If you’ve never used the Scheduler previously, we recommend that you check it out!