Workforce Scheduling Rule Type: Service Appointment Visiting Hours

To define a customer’s preferred hours of service, create operating hours for them from the Operating Hours tab. Select the operating hours in the Operating Hours ID field on the account. Work orders created for the account always inherit the account’s operating hours in the Visiting Hours field, and service appointments use their work order’s visiting hours.

Note Dispatchers can still manually schedule appointments outside a customer’s operating hours, but a rule violation is shown.

Create work rules from Setup. Find and go to Workforce Scheduling, and under Appointment Scheduling Logic, select Work Rules. To view or add work rule fields open the Object Manager in Setup and select the Work Rule custom object. To add work rules to a scheduling policy, see Create and Manage Scheduling Policies in Workforce Scheduling.