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Managing Service Agreement Visits

Jase1000
New Contributor III

One of our service agreements has 44 locations, each location has 4 visits totaling 176 visits.  I have only found two ways to book those visits: from the Service Agreement dashboard or from the "visits" under operations.  Only one column can be filtered.  I find it cumbersome to weed through that list to find the location that needs to be scheduled; we schedule jobs based on equipment location,   Suggestions?

1 REPLY 1

e_dunn
Former Titan

Hi @Jase1000 - hmmm.. let's see if @Rachel_Young might have some thoughts for you.