Workshare Support

Confirming Job Appointments

 

Confirming job appointments ensures that both the service provider and the customer are aligned on the scheduled details. This feature allows users to officially mark an appointment as confirmed, providing clarity and accountability for upcoming jobs.

 

 

Prerequisites: Authorised Users.

 

 

Instructions

 

 

  1. After a job has been created, it can be assigned to a Service Agreement. From the Job page, click the Appointments tab.






  2. Click on the blue Status button to open the dropdown menu.





  3. Click Mark Appointment Confirmed. The appointment will now show confirmed.