Contents
- Steps to do scheduling from teams.
- 1. Go to the Teams Module.
- 2. Click on ‘Scheduling’ from the left menu.
- 3. Select the resource that you want to schedule the service.
- 4. Under the ‘Assigned’ tab you will see all the services assigned to a resource. Click on ‘Manage Resource’ to schedule.
- 5. Select the resource type, and then select the specific resource you wish to schedule for that service and click on ‘Done’.
Steps to do scheduling from teams.
Pre-requisites –
1. Go to the Teams Module.
3. Select the resource that you want to schedule the service.
4. Under the ‘Assigned’ tab you will see all the services assigned to a resource. Click on ‘Manage Resource’ to schedule.
Note: These assigned services are based on the resource type estimate added in the quotes and jobs service.
5. Select the resource type, and then select the specific resource you wish to schedule for that service and click on ‘Done’.
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