Schedule and time
Book visits and calls on a technician's schedule, and see the time your team logged on tickets each week.
Updated
On this page
Schedule and Time are in the Service desk group of the sidebar while RevoPSA is on.
The schedule
The schedule shows a week, with a row per technician and one for unassigned appointments. An appointment is a visit or call with a customer: what it's for, when, how long (up to a day), where, and optionally the ticket it belongs to.
- Book one: Book appointment, or click a free day in someone's row to book them there.
- Change or cancel one: click it. You can move it, give it to someone else or unassign it, link it to another of the customer's open tickets, or Cancel appointment.
- From a ticket: the ticket's Visits section lists its appointments and Book adds one for it, assigned to the ticket's assignee.
- Inside a customer's workspace, the schedule shows only that customer's appointments.
Times are shown in your browser's time zone. Every booking, change and cancellation is in the audit log. Customers don't see the schedule in the portal.
Timesheets
Time totals the time logged on tickets for a week: per person and day, then every entry with its ticket and customer. Filter by person, or by billable or not. Billed marks time an approved billing run has already charged, so it isn't billed again.
Time is logged on a ticket's page (Log time), with the day it was worked, so a timesheet always matches the tickets.