Updates to Program

TSI Routing has added a feature to the work order tab. This feature allows companies that schedule with their customers live, over the phone, to quickly and easily find the most appropriate dates and times for their customers.

1.

Find/Create a customer record.

Find a customer record or create a new customer and
fill out the empty fields.

Click "Create WO" to create a work order record.

 

 

2.

Create a work order.

Fill out the empty fields and set the time windows of
the work order.

Click "IntellAssign" to find open schedules.

 

 

3.

Select a candidate.

A window will pop up on your screen with a list of the best candidates for your date range. Select one of these candidates and click "Schedule". This work order will now be scheduled at this date and time.