Scheduling a PM Appointment

For: Dispatchers & Service Managers · Permission: Manage appointments · Time: ~3 minutes

Who this is for

Dispatchers and service managers booking PM (and DOT inspection) visits for fleet customers.

What you'll learn

How to create a PM appointment from the Service Workspace, choose the visit type, attach vehicles and a program, and set the time.

Before you start

• You'll need: A customer with vehicles, ideally enrolled in a PM program (see Enrolling Vehicles in a PM Program).
• Where it lives: Service → Appointment Requests — the Service Workspace.

Quick summary

1. Go to Service → Appointment Requests and click + Create Appointment.
2. Pick the visit type — PM Service, Inspection, or both.
3. Choose the customer, then its vehicles, then a service program.
4. Set the date & time and click Create Appointment.

Start from the Service Workspace

Open Service → Appointment Requests. This is your scheduling hub — a calendar of booked visits, with views for Needs Confirmation, a List, and Enrollment Opportunities. Click + Create Appointment to begin.

The Service Workspace — booked visits on a calendar, with a + Create Appointment button.

Fill in the appointment

The create page guides you with a readiness tracker — Customer and Vehicle are required before you can schedule.

Create Appointment — choose the visit type, then customer, vehicles, program, and time.

Choose the visit type.

Pick PM Service, Inspection, or both — a single visit can bundle a PM with a DOT/safety inspection.

Select the customer and vehicles.

Search the customer company, then choose one or more of its vehicles. (Pick the customer first — the vehicle list fills in from there.)

Pick the service program.

Choose the service program for the visit. The picker is tied to what the vehicle is enrolled in; you can also schedule and enroll in one step.

Set the date & time and create.

Choose the start and end on the calendar (optionally a service area or technician), then click Create Appointment. It appears on the workspace calendar.

Enrollment Opportunities. The workspace has an Enrollment Opportunities view that surfaces un-enrolled vehicles worth putting on a program — a quick way to fill the schedule. See Enrolling Vehicles in a PM Program.

Troubleshooting

Symptom	Likely cause	Fix
Create Appointment stays disabled	Customer and/or vehicle not chosen	The readiness tracker shows what's missing — fill in customer and vehicle.
No vehicles to pick	No customer selected yet	Choose the customer first; its vehicles then appear.
The program I want isn't listed	The vehicle isn't enrolled in it	Enroll the vehicle first, or enroll as part of scheduling.

FAQs

Can one appointment cover several vehicles?

Yes — select multiple vehicles for the same customer on one visit.

Can a visit be both a PM and an inspection?

Yes — choose both visit types and they're handled together on the one appointment.

Where does the appointment show up after I create it?

On the workspace calendar, and in the customer's appointment list. Confirm, reschedule, or cancel it from there.