Reschedule/Deny

There are times when a Technician arrives onsite at the customer to do a PM and are told that they cannot do the PM for some reason (i.e. equipment is in use) or the customer denies the work to be completed.

When this happens the Technician can submit a Reschedule or a Deny request to notify the back-office why the service call could not completed. NOTE: The work order remains open.

1. While in the WO details screen, press the three dots at the top, right corner.

   

2. Press Reschedule/Deny.

   

3. Press the relevant option, Reschedule or Deny.

   

4. The Reschedule or Deny screen displays comprehensive customer and equipment data. Both the rescheduling and denial functionalities necessitate the input of a Reason, a Comment, and a Customer Signature to complete the process. Click [Submit], the request is sent to the back-office in HQ. Click here to learn more.