Online Calendar Feature Add
John Bernal
In the "online booking" calendar feature there is only the ability to assign leads or appointments to Tech availability or number of job slots. Please allow it to be added by role (i.e sales or admin) so the sales appointments are differentiated from the techs availability. I should be able to set it to 1 job booking per slot based on the sales role / teams availability.
Example: if I set this to 1 job slot per booking, my tech teams are out doing jobs, but I am still available for sales appointments to be booked. I do not want to have to put time off, for every tech who is not on the schedule, as I am not going to always schedule 6 techs for a job take only requires 2 people. However, those 4 techs that are off are not qualified to do an estimate appointment. This is the reason why we need to be able to assign bookings by roles (i.e I create a sales role) and then appointments can be set by sales or admin role separate from the tech role.
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Chad Hoffner
Finding this feature is becoming a scheduling nightmare. Should be able to assign individuals techs. I can’t add anyone else to jobs if the don’t have the “skill” so assigning a helper or apprentice you have to create a task which is a cluster on the calendar. Assign however many actual techs show available on the calendar. And the rest can be added to jobs.
John Bernal
In addition to the toggle "use tech availability" there should also be two additional toggles: "use admin availability" and "use sales availability".