ScheduleAssist PowerView

The ScheduleAssist PowerView provides a comprehensive view of all the appointments you've created. To access the ScheduleAssist PowerView, simply click the ScheduleAssist tab in TOTAL's Appraisal Desktop.

From the ScheduleAssist PowerView, click a category on the left ( A ) to filter the list of appointments by a particular status. Select an appointment ( I ) to view the appointment Details ( J ), History ( K ), Suggested Appt Info ( L ), and view additional options ( M ). Continue reading below for a full breakdown of each feature in the ScheduleAssist PowerView.

1. The categories on the left serve as filters: click once to filter, click again to remove the filter.
2. Click the Refresh button (  ) to refresh the list and display any new appointments, or any changes that have been made since the last time it was updated. Click the Clear all filters button (  )  to remove all of the filters that have been applied and reset to the default view.
3. Click the Appraiser dropdown to choose one or more appraisers and filter the list of appointments to display only those assigned to the selected appraiser(s).
4. Click the dropdown next to the Start Date and/or End Date filters to choose a date range to filter the list of appointments and show only the appointments within that range.
5. Click Launch Calendar to open your connected calendar in your default browser.
6. Use the search bar to filter the list of appointments and display only the appointments that match the criteria you enter.
7. Click the User drop‑down menu to access your ScheduleAssist Settings, Calendar Access, and Text Templates.
8. Click the Columns dropdown to add and view additional columns. Click a column header to sort the list of appointments by that column.
9. Each row is an appointment (or pending appointment) with a status: overdue, pending, scheduled, closed, completed, or canceled.
10. Select an appointment in the list of appointments ( I ) to view the appointment details in the Details tab of the preview pane.
11. The History tab of the preview pane displays each follow‑up note entered for the appointment, as well as system‑generated activities like scheduled via portal, canceled, rescheduled, etc.
12. The Suggested Appt Info tab displays the details behind each of the times offered to the contact when the appointment was scheduled, or details of when a contact visited the scheduling portal. Click the Quick View Icon (  ) to view all of the considerations and settings behind the times offered.

13. Reschedule

    Opens the appointment wizard and allows you to change the time or date of an appointment.

    Cancel

    Cancels the appointment and removes it from your calendar.

    Follow‑up

    Allows you to add a note each time you attempt to contact your homeowner. This is helpful when a lender calls to ask "what's the status?". You can check the History tab ( K ) to view all of your follow‑up attempts and inform them "I've called three times — the latest being yesterday at 2pm."

    Report

    If the report is available on the current computer, click the Report button to open the related report in TOTAL, or bring it to the foreground if it's already open.