The new Drag-and-Drop Scheduling feature in Property Meld's Scheduler 2.0 release allows users to easily manage technician appointments with a simple, intuitive interface. This feature enables coordinators to quickly adjust schedules by dragging and dropping appointments to different time slots or days. It improves efficiency by eliminating the need for manual adjustments, allowing for real-time changes that optimize technicians’ availability and job assignment without disrupting the workflow. This enhancement makes it faster and easier to manage multi-day projects or last-minute changes.
NOTE: In addition to assigning, scheduling, or unscheduling technicians with Drag-and-Drop, you can also assign and schedule melds to an external vendor from this view.
Step 1:
Click Calendar.
Step 2:
Locate meld on right-side from the Dispatch, Review, or All Melds tab that you would like to assign, schedule, or reschedule.
Step 3:
Hover your mouse over the meld until you see a "hand" icon, and then hold down left mouse button and drag to the time you wish to schedule the meld and release mouse button.
Step 4:
Release mouse button to drop your schedule on desired time.
Step 5:
Set the appointment duration and click Assign & Schedule.
In this example, you will see the meld is now scheduled for 9am and February 17th with an appointment duration of 2 hours, and if you have enabled your Google (or Outlook) calendar integration, the meld appointment is also automatically added to your Google or Outlook calendar.
Property Meld Calendar Appointment
Corresponding Google Calendar Appointment