Reschedule Service Call

Reschedule A Service Call

A Service Call can be Rescheduled in AltheaSuite.

Step 1: Login into your AltheaSuite account.

Customers may request to reschedule a service call.

From the main menu, select Service Calls > Service Call Document. 

CASE 1: Rescheduling Before the Service Visit.

If the service is already scheduled but the customer wants to change the date or time before the visit:

• Open the context menu of the scheduled service.
• Select Modify to update the Service Call Document details.

• Click on “Schedule Visit.”

• Drag and drop the visit to the desired date to reschedule it easily.

• After changing the date, go back to “Modify Service Call Document.”

• Click “Update” to save the changes. It will update the Schedule date in the Grid.

CASE 1: Rescheduling at the Time of Visit.

If the customer requests to reschedule when the service technician arrives:

• Open the context menu of the scheduled service.
• Select Modify to update the Service Call Document details.
• At the bottom of the screen, select “Reschedule” and “Update” the document.
• It will update the Visit count and also update the Visit Status to “Need to Reschedule” in the grid.