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Additional Customer Data

Andrew Dotto Updated by Andrew Dotto

Additional fields within the Customer record provide greater control over how work is scheduled and delivered to specific locations. These fields allow organisations to define worker preferences and restrictions, apply operational warnings, group customers into areas, and set availability windows for when work can be carried out. Configuring these options ensures that scheduling decisions align with customer requirements and operational rules.

Additional Customer Fields 

Mandatory/preferred/forbidden workers: Select the relevant check box and users can add preferred, Mandatory and forbidden workers to a customer.

  • Preferred Worker: Preferred Worker is where the customer has a specific worker preference, this isn’t mandatory and obviously will be redundant when applied across trades (a joiner being applied wont work for plumbing jobs for example), adding a preference may give some customer satisfaction that a particular worker will be selected in the scheduling rules. DRS can also identify with configuration whether the preferred worker can be sent on the slot requests.
  • Mandatory Worker: Mandatory worker is the customer request for this worker to always be sent as opposed to anybody else, this isn’t ideal where you have multiple skills/trade operatives as it will only look for the one operative in the scheduling rules regardless of skill set so should be used sparingly.
  • Forbidden Worker: Forbidden worker will prevent the worker being chosen at all for this particular property in the scheduling rules – NB manual manipulation can prevent this being applied correctly

Tenant code: DRS uses tenant codes for warnings (usually for visit in pairs). We have the capability to apply tenant code rules in the configuration to switch the jobs to a paired template if the tenant code is present on the creation of an order and against the customer. – NB DRS only wants a code to identify this.

Area: Area to which a customer belongs, this could be a borough or a zone that is used outside of sectors and it is configurable to be selected as part of scheduling if required.

Opening Hours: Can be applied to a customers setup to indicate they can only accept jobs or are open to scheduling in work on particular dates and times. To enable Click the check box and add in the values required for the days of the week and times, if used under configuration DRS will only offer slots on the dates and times specified.

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