Get Scheduling Recommendations with Appointment Insights (Generally Available)

Understand why service appointments can't be scheduled during optimization, and what changes you can make to qualify more time slots and candidates for scheduling. For example, consider removing a custom rule that prevents their scheduling.

Where: This feature is available in Lightning Experience in Enterprise, Unlimited, and Developer editions with the Field Service managed package installed.

How: In Setup, go to Field Service Settings and verify that Field Service Enhanced Scheduling and Optimization is enabled. From Service Appointments in the Object Manager, use Lightning App Builder to add the Appointment Insights Lightning web component to the service appointment record page.

Appointment Insights Lightning web component on the service appointment record page