Introduction:

Managing appointments and scheduling service calls efficiently is crucial for service-oriented businesses. A common challenge faced by many companies involves the inability to view the city or town on the work order scheduler within their management software. This oversight can lead to inefficiencies in routing and increased travel time for technicians. ServiceBox offers a solution to this issue, allowing for better resource allocation and improved scheduling. The following article provides a guide on how to customize the ServiceBox scheduler to display the city/town along with the street address.


Step-by-Step Guide to Customize Scheduler:


1. Access ServiceBox Settings:

  • To begin the customization process, you need to access the ServiceBox settings screen. You can find this by logging in to your ServiceBox account and navigating to the settings area. 
  • Within the settings screen, look for the 'Features' section. Within this section, focus on the 'Work Order Features' subsection where you can find various settings related to work orders and scheduling functionalities. 
  • Search for the setting labeled 'Show Job Site City on Scheduler' which is typically located towards the end of the list in the Work Order Features section. This setting is specifically designed to alter the way address information is presented on the schedule.
  • To show the job site city on the scheduler, simply enable the 'Show Job Site City on Scheduler' setting. This will allow the city/town to be displayed alongside the street address on your work order scheduler. 
  • After enabling the feature, make sure to save the changes. This will ensure that the updated display preferences are applied to your scheduler view.





2. Test the New Setting:

Once the changes have been made, it's advisable to test the scheduler to confirm that the city/town information is now visible as expected. This can be done by reviewing scheduled work orders or creating a test work order to see the scheduler's updated display.



  • Navigate to the Scheduler




  • Click on the Scheduled Work Order to ensure that the city/town information is displayed.



Conclusion:

With ServiceBox's customizable scheduler, businesses can now add the city/town to the displayed information, helping to streamline the scheduling process and optimize technician routes. By following the simple steps outlined in this article, ServiceBox users can enhance their scheduling capability, ensuring that their technicians are well-informed and efficiently dispatched to service calls.


If you encounter any issues or require further assistance, feel free to reach out to the technical support team [email protected]