Schedule an appointment

Follow the instructions below to schedule an appointment using ScheduleAssist:

1. With a report open, go to the Assignment PowerView and click ScheduleAssist in the toolbar. You can also access ScheduleAssist via the Data menu.

   

2. When the New Appointment wizard appears, any available information from your report is automatically populated. Information that is not available is left blank. Review and edit the details as necessary.
3. Choose the Appraiser, Report Due Date, Earliest and Latest Appointment, Time Needed, and Optimize for options. When you're finished, click See Availability.

   

   • Earliest and Latest Appointment creates a window of time in which ScheduleAssist reviews your availability based on your settings and your calendar.
   • Earliest Appointment defaults to today plus the number of days lead time you need to be prepared for the inspection. The default can be changed in the ScheduleAssist Settings.
   • Latest Appointment defaults to the due date of the report, minus the number of days you require between the inspection and the report delivery. The default can be changed in the ScheduleAssist Settings.
   • Optimize for:

     Less Driving time

     This option attempts to group appointments together on days with the least amount of driving time between inspections. If there are no "close" appointments scheduled, ScheduleAssist finds the first free day/time with no appointments. The goal is to create the most efficient schedule with the least amount of driving overall.

     First Available

     ScheduleAssist doesn't attempt to group appointments to reduce your driving time, it offers the first available time slots that meet your requirements.

4. Choose your scheduling option:

   

   • Option 1:  Lets your contact choose. A link is created for you to send to your contact that offers up to 5 options they can choose from.

     The options presented to the contact vary depending on when the link is accessed. ScheduleAssist calculates your availability in real time so that you don't get overbooked.

   • Option 2:  Lets you choose a preferred time based on optimized settings
   • Option 3:  Lets you override and manually choose the specific time — great for when you already scheduled an appointment over the phone or through email.
5. Click Preview Notification. Then, enter your contact's information and choose your message template:

   

   1. Select the contact from the drop‑down menu (  )  or manually enter a contact name.
   2. Enter a mobile number for the contact.
   3. Select a message template from the list of templates on the left
   4. Edit the message as needed in the text area on the right.

      Changes made to the message template only apply to this contact. Go to the ScheduleAssist Settings to add, edit, or delete message templates used for all contacts.

   5. Place your cursor in the message text ( D ) where you would like to insert data from your report. Then click the Insert Field drop‑down menu to choose the field you want to insert.

      If you're inserting a field that is empty in your report, it's displayed in red in the message text ( D ) to indicate that the data doesn't exist in your report.

   6. Click Copy Text to copy the message text from the text area ( D ) to your clipboard so that you can paste it in an email or another location.
   7. This button is only available if you chose Option 1 in step 4. Click Copy Link to copy the URL where your client chooses their appointment time, so that you can send it via email or another method of communication.
   8. Choose to Save or Save and Send Text.