Book and manage technician visits

Create a technician booking from a work order or Planner, assign technicians, resolve schedule conflicts, and manage the visit status.

This guide shows you how to book and manage a technician visit from its work order or the Planner.

ATOM Planner in day view for scheduling and managing technician visits. — Day view with fictional bookings and technicians. Contact details are masked.

Use this flow when approved work needs a scheduled visit. Owners and office members can create and edit bookings. Field members can open the Planner, but they cannot change office bookings.

#Start from the work order or quote

Open the work order before you create the booking. This keeps the visit attached to the correct work order and property.

If you start from an accepted quote, use its related work-order link first. Book the visit from the work order rather than treating the quote as the scheduling record.

You can also choose Planner under Workspaces, then select Add booking. In the booking dialog, select the required Work order before setting the technician and times.

#Create the booking

In the work order, find the Booking step in Lifecycle and select Add booking. ATOM opens the New Booking drawer with the work order fixed to the current record.

Enter the visit details:

Lead technician: choose the technician responsible for the visit.
Start time: choose the visit date and start time.
End time: choose the finish time. A booking must last at least 30 minutes.
Service type: choose the type of field work.
Priority: choose Low, Normal, High, or Emergency as appropriate.

Select Create booking. The drawer closes after the booking is saved.

Bookings created from a work order start as Proposed. From the Planner, Add booking opens Create new booking and creates a Booked visit. The Planner form also requires Work order.

You can also select or drag across an available technician time slot. ATOM pre-fills the technician and time and titles the dialog Create booking for selected time.

#Check the daily schedule

Open Planner after you create the booking. It shows today unless you selected another date.

Use the date controls to show the booking date. The booking appears in the assigned technician's column. Its card shows:

The work-order title, such as Carport sensor light replacement.
The property address, when available.
The visit time range.
The current booking status.
Priority when it needs attention.

Use the Schedule view menu to switch between My day, My week, Team day, Month, and Year. My day and My week show only the bookings assigned to you, with one column per day. Each view has its own URL, so reloading that URL keeps the same view. ATOM does not save a separate Planner preference.

Planner opens Team day by default. If your workspace has I do the jobs myself turned on, it opens My day instead. Team day is always one menu pick away.

You can also open Planner from the command palette. Use the Team day view for technician columns, slot selection, and drag-and-drop scheduling.

#Open and edit a booking from Planner

Select a booking card in the Team day view. ATOM opens Booking details over the Planner.

Use this drawer when you need a quick check. It shows the work order, schedule, lead technician, service type, priority, and location. Select Close to return to the same day.

Select Edit to change Lead technician, Start time, End time, Service type, or Priority. Then select Update booking. You cannot change the linked work order in this dialog.

Drag a booking to another technician or time when you only need a quick reassignment or schedule change. ATOM blocks unavailable slots and rescheduling into the past.

Use View full details for the full booking record. Select the link in Related work order to open the work order.

#Assign technicians and manage the visit

The create and quick-edit forms set one Lead technician. Open View full details to manage the complete technician assignment:

Add another technician.
Remove a technician.
Set the primary technician.

From full details, use Reschedule to enter a new Start and End, then select Reschedule. Use Change status for allowed workflow transitions. The suggested actions progress through Confirm booking, Start route, Check in, and Mark complete. Final statuses cannot be changed.

A tenant-declined booking is cancelled. When available, use Rebook visit to create a new Proposed visit linked to the same work order. Rebooking can reuse the previous lead technician and tenant details. Review the new time before saving.

ATOM does not provide recurring technician bookings in this flow. Create each visit separately. Recurring technician availability belongs to the technician roster, not to the booking.

#Resolve schedule conflicts and availability

The daily schedule has two named loading or empty states that affect booking work:

Loading schedule: user and booking data is still loading. Wait before you decide that a booking is missing.
No technicians to schedule: no field accounts are available for technician scheduling. Use Manage technicians before creating a booking.

A day with no booking cards is not an error when technician columns still load. Use Add booking or select a time slot to create the first visit.

Technician availability affects the Team day view. An unavailable slot is blocked. Depending on the action, ATOM shows Technician unavailable at that time. or asks you to choose another time or technician.

ATOM also rejects bookings in the past, visits shorter than 30 minutes, and visits more than six months ahead. Same-day Planner visits must stay within the 7 AM to 7 PM day window.

Two conflicts have different meanings. ATOM blocks another current-cycle booking for the same work order. It also blocks a time overlap with another appointment or an assigned technician's booking. Choose another technician or time when a schedule conflict appears; there is no automatic conflict resolution in the booking form.

Update the technician's availability when the roster changes. Create or edit bookings separately, from the work order or Planner.

#Send confirmations and dispatch offers

These are explicit office actions on the full booking record:

For a Proposed booking with a tenant email, select Request tenant confirmation, then Send request.
For an expired tenant request, select Resend tenant confirmation, then send the new request.
For a Booked booking with an assigned technician and work email, select Send dispatch offer, then Send offer.

Creating a Booked visit with a lead technician creates an assignment notification and a notification-centre item for that technician. This is not a tenant-confirmation request or a dispatch offer. Do not assume a queued assignment notification reached a particular delivery channel.

ATOM does not send a tenant-confirmation request or dispatch offer merely because you created or rescheduled a booking. Coordination suggestions and automation settings can propose follow-up work, but they are not proof that a booking changed or a message was sent. Check the booking status and the named confirmation or dispatch state on the record.

#See also

Use the ATOM field app for sign-in, assigned bookings, installation, and offline recovery.