Create a Time Frame

Time frames define when you can schedule service tasks. Time frames should accommodate the time estimates set up on requests / Task Types, and the time frame should be easy to quote to customers. For example, Morning 8-10, or Late Morning 10-12.

Do not overlap time frames. For example, do not create a time frame from 9 AM to 11 AM, and another from 10 AM to 12 PM. Overlapping time frames will cause appointments to appear out of order on route sheets and on the schedule.

When creating a new time frame, make sure that it begins after the previous time frame ends - for example, 8 AM to 9:59 AM and 10 AM to 11:59 AM.

1. Open the Time Frames tab (Administration > Service and Delivery > General Setup > Time Frames).
2. Click Add. The New Service Time Frame screen appears.
3. Name - Input the name of the time frame. This should be something that is easy to quote to a customer.
4. Time Frame - Input the length of time. This should not overlap with the previous time frame.
5. Click OK to save the new time frame.

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