Book and manage technician visits

This guide shows you how to book and manage a technician visit from a work order or linked quote.

Use this flow when an admin has approved the work and needs a technician visit on the schedule. The examples use the docs-demo seed tenant, H&R Maintenance Docs Demo.

#Start from the work order or quote

Open the work order before you create the booking. This keeps the booking attached to the right job, property, and requester.

For the docs-demo flow, open Work Orders, then open Carport sensor light replacement. Confirm these context details before you add the booking:

• Requester: Maria Rodriguez.
• Property: the BON-007 Bondi Beach property.
• Related quote: Quote for Carport sensor light replacement, status Accepted.

If you start from Quotes, open the accepted quote first. Use Related Work Order to open the linked work order, then continue from the work order. This avoids creating a booking without the work-order context.

If you start from Schedule, use Add Booking and choose the matching Work Order option. The Work Order label carries the tenant/contact context through the property and request title.

#Create the booking

In the work order, find Service Lifecycle and choose Add Booking on the Booking card. ATOM opens the New Booking drawer with the work order already selected.

Enter the visit details:

• Lead Technician: choose Liam O'Connor for the sensor-light replacement.
• Start Time: choose the visit date and start time.
• End Time: choose the finish time. The end time must be after the start time.
• Service Type: choose Installation for this example.
• Priority: leave Normal, unless the work order has a higher priority.

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

When you create from the daily Schedule, the same form also shows Work Order. Select the Carport sensor light replacement option for the BON-007 Bondi Beach property, then complete the technician and time fields.

#Check the daily schedule

Open Schedule after you create the booking. The main Schedule path is the daily planner.

Use the day controls to show the booking date. The booking appears in the technician column for the assigned lead technician. A booking card should show:

• The work-order title, such as Carport sensor light replacement.
• The property address, when the work order has one.
• The time range, such as 10:00 AM - 12:00 PM.
• The status badge, such as Booked.
• A priority badge only when the priority is High or Emergency.

Use Schedule for day-of-work decisions. The old Schedule / Week path redirects back to the daily planner. Schedule / Month and Schedule / Year are browse views for choosing a date, not places to finish booking edits.

#Open and edit without losing context

Click the booking card on the daily planner. ATOM opens Booking Details over the same schedule view.

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 when the visit changes. Update Lead Technician, Start Time, End Time, Service Type, or Priority, then select Update Booking. The drawer closes and the daily schedule stays on the same date.

Use View Full Details only when you need the full booking record. Return to the work order from the booking page if you need quotes, invoices, files, or activity history.

#Check schedule states and availability

The daily schedule has three states that affect booking work:

• Loading schedule: user and booking data is still loading. Wait before you decide that a booking is missing.
• Refreshing bookings: the planner is updating the visible day. Retry only if the banner changes to an error.
• No technicians to schedule: no technician or contractor users are available. 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 drag a time slot to create the first visit for that day.

Technician availability affects the flow in the daily planner. If a slot is unavailable, the planner blocks the selection and shows Technician unavailable at that time. The add and edit forms also reject a technician/time combination that is not available.

Availability is not a second booking action. Set availability on the technician record when rosters change, then create or edit the booking from the work order or daily schedule.

#See also

• Use the ATOM field app — how technicians sign in, see assigned bookings, run live tracking, install the PWA, and recover from offline or reconnect prompts.