Get Scheduling Recommendations with Field Service Appointment Insights

This is a Field Service managed package feature.

Note Appointment Insights is available only when you’re using Enhanced Scheduling and Optimization.

Appointment Insights helps admins and dispatchers understand why a service appointment can't be scheduled during optimization and what changes they can make to the scheduling policy's work rules in order to qualify time slots and candidates for scheduling.

Appointment Insights checks for candidates within a 200-kilometer or 124-mile radius of the service appointment’s location or within a distance of 1.5 times the maximum travel distance defined in the scheduling policy, whichever is greater. It then applies relaxation strategies that check what changes you can make to a scheduling policy. Based on the output, it suggests what changes to make to qualify additional time slots and candidates for scheduling.

By revealing the work rules that limit the scheduling options and following the recommended actions, admins and dispatchers can adjust the automatic scheduling and qualify more time slots and candidates for a certain service appointment.

Appointment Insights appears on a service appointment record. It shows the work rules that prevent the scheduling of the service appointment and the recommended actions to relax those rules. It also shows potential time slots within the service appointment’s horizon dates that can become available for scheduling.

• Set Up Appointment Insights
  Configure your Appointment Insights settings.
• Run Appointment Insights
  Run Appointment Insights to view the work rules that limit the scheduling options of a service appointment during optimization and to follow the recommended actions to relax those rules. You can also view potential time slots within the service appointment’s horizon dates that can become available for scheduling.
• Appointment Insights Work Rules
  Review the work rules that Appointment Insights refers to.