In this article we will cover how a user will utilize the Mass Scheduling feature for managing their Visits To Do within FieldCentral.
Knowing how to use this feature will help ensure all visits are addressed for your customers, in addition to being a scheduling time saver for you and your team!
Once you have curated the list of Visits To Do you wish to schedule (see resource here), click the “Mass Schedule” button.
Using the Map:
- The pins on the map each represent a visit from the curated Visits To Do log.
- Users can either use their mouse to zoom in and out or the + and - buttons on the bottom portion of the map.
- To move which part of the map you are viewing, use the hand icon at the top of the map and move as needed.
To select a group of pins to mass schedule, users can either drag a shape around them or select each one by one.
Once the selection has been made, a log of those visits will populate on the left portion of the screen.
Use the toggle off/on to see the already scheduled visits on the selected day.
Once ready to mass schedule the user will confirm the date, time and crew to assign to.
Note: If there are 3 or more visits selected, click “Optimize Route” for visits to be automatically put in the most optimal route for the crew.
Once all selections have been made, click “Schedule”. A window will appear for final approval to schedule before placing the visits on the calendar.
Note: Users will stay on this page until they click cancel or go to another page in the program*
Have Visits To Do that need scheduling? Try using the Mass Scheduling feature the next time you login and get them all scheduled in no time!