Appointment Allocation

• This is used for allocating customers appointment to installer

Screen: Landing Page

Steps

1. Click on the Menu to open Appointment Allocation Landing Page.
2. Select the Utility from the dropdown
3. Select the Appointment Type from the dropdown
4. Select the Project from the dropdown
5. Click on button to search the records.
6. Click on button to allocate appointment to particular installer.

• Following screen will open

• Select the installer name from the dropdown
• Click on button to save the detail.
• After saving, email will be sent to customer along with the print card of the installer.
• Click on button to close the form.

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