My Job Appointments
Easy schedule management
Plan and manage your commitments
Use any web-enabled
device
Instantly access PowerLink appointments via smartphone, tablet or browser. Data is live and real-time. You’ll only see appointments assigned to your employee code.
Manage time more
effectively
See your appointments at a glance. Update the status of appointments and jobs. Add details of work performed. Check your availability and create new appointments.
Better collaboration, faster processing
Instantly see new job appointments created by others. View job history including notes and photos. Office staff can check appointment details and import to PowerLink timesheets.
See your job Appointments
If you need to perform work at scheduled times, office-based staff probably use Job Planner to create your appointments. With the ‘My Job Appointments’ app, you can instantly view your appointments and manage your schedule.
Control the Statuses you see
By default, the calendar is filtered to show active appointments assigned to your Employee code. The appointment Status is indicated by the colour; Tentative (yellow), Confirmed (blue) and Unavailable (red). If needed you can change the filter to include other statuses, e.g. you may also want to see your Attended appointments.
Move between dates to check availability
Use the navigation arrows to move forward or backward. The timeframe of the move depends on how many days you are viewing. E.g. if viewing 3 Days, the arrow will take you to the next 3-day period.
See comprehensive appointment details
Press an appointment to view more details, including job Location. When you view a new appointment, an acknowledgement symbol will appear against the appointment in Job Planner. This lets office-based staff know that you’re aware of the appointment.
See job status, contact, and comments
Below the Appointment details you’ll see Job details, including the job Type, Status and Contact details. You’ll also see any appointment comments. On a small device like a phone, swipe up to see all details.
Check availability on a specific date
To move to a specific date, press the date in the navigation bar. Move between months if needed. When you’re ready to move back to the current date, press ‘Today’ in the navigation bar.
Change the view to suit your needs
On a small device like a phone, the calendar will default to showing the 3 Days view. To see fewer (or more) days in your calendar, press the view and change the selection. E.g. you may want to hide weekends, or focus on one day only.
Instantly update attended appointments
If you don’t need to change any appointment details or add further information, you can simply mark an appointment as Attended. Press and hold the appointment and you’ll see a menu box. Select Change Status then select Attended.
Show (or hide) Attended appointments
If your filter includes appointments with the Status ‘Attended’, you’ll see the appointment is now green. Otherwise the appointment will not appear in your calendar, so you can just focus on active appointments.
Add or change appointment details
If you need to change some details or add information about work performed, select Edit Appointment. The appointment will open in Edit mode.
Change appointment time or Status
If needed, you can modify the date, time and duration of an appointment. You can also change the appointment Status. E.g. this visit is complete, so we’ve changed the Appointment Status to Attended.
Add details of work performed
Use the Appointment Note field to record details of work performed, and any comments required. Press the field to start typing. You can move into full screen mode if needed.
Use text Snippets to speed up typing
Do you have standard wording for common services?
These can be created as Snippets and imported into the Appointment Note.
Public Snippets are created and maintained via the
‘Projects Manager’ app, for all users to access.
Use the voice typing function
You can also use the voice-to-text feature of your device to speed up typing. E.g. on an Android device, just press the microphone symbol and start talking. Much faster than typing – give it a try!
If needed, update the Job Status
Now that this appointment has been Attended, do you need to update the Job status?
E.g. if no further appointments are required, the job may now be ready for billing.
Job Status codes and workflow rules can be defined to
suit your requirements. Talk to us about your business needs.
Changes are visible to office-based staff
The details you enter are instantly available for checking by admin staff via customisable dashboards. This keeps them in the loop and saves hours of data entry.
Appointment details can create Timesheets
Appointment details can be processed into PowerLink Timesheets to speed up billing and payroll processes. Optionally, Attended appointments can automatically create timesheet lines; talk to us about your needs.
Instantly see changes made by office staff
You’ll also see changes made back at the office. As you update appointments, the screen will automatically refresh so you can see any new appointments created. Refresh the screen whenever needed so the information is up to the minute.
Open the Job to view other details
You may need to see more information about the job, such as previous work performed. When you select Open Job, the job associated with the selected appointment will open.
See Job History records
On the History tab for the job you’ll see notes and uploaded files. If previous work has been done on the job (e.g. via a different appointment that has been processed), you’ll also see Time details.
View files and photos
If a file or photo has been uploaded to the job, you can press the file to open the attachment. Uploaded files are stored in the cloud, so they are accessible to all users of job-related apps.
Create new appointment via ‘copy’
Do you need to return to a job later to do more work? The Copy Appointment button creates a new Tentative appointment using all details of the original appointment. You can then change the details as required.
Create new appointment via calendar
If you need to check your availability before creating the appointment, press a timeslot and you’ll see a plus sign. Press the plus to create a new Tentative appointment in that timeslot. The appointment is automatically assigned to your Employee code, and uses your default Shift code. Change the Finish time or Duration as needed.
Select the Job code to populate details
Don’t worry, you don’t have to type in all the customer details and location details! Just select the relevant Job code and all relevant fields will be automatically populated.
If needed, change the appointment Description
The Appointment Description defaults to the description of the associated job, but you can change this to suit your needs. This has no impact on the job, so you can set the Description to whatever helps you manage your schedule.
New appointments are visible to office staff
Appointments created via the app are instantly visible to office-based staff via Job Planner and other customisable dashboards.
View appointments in Kanban mode
If preferred, you can manage your appointments in Kanban Mode. Move move back to Calendar mode whenever you like.
Overdue appointments are highlighted
Kanban mode displays your appointments as ‘cards’, grouped by Date. If an active appointment has been missed, it will be highlighted as Overdue. Press the appointment to see more details. Edit the appointment if required.
Focus on active appointments
If needed, change the Filter to focus on active appointments. E.g. turn off Attended so you’ll see only appointments that are Tentative, Unavailable or Confirmed.
Check that nothing has been overlooked
Move between dates to check for overdue appointments. If appointments are created for leave absences (e.g. using an overhead ‘leave job’), you can change the status to Attended so time can be imported office staff know you’ve taken the time off.
Once Processed, an appointment can’t be edited
When appointment details have been imported to a Timesheet, the status is set to Processed. If needed, your filter can include Processed appointments; these are grey in colour and can’t be edited.
