Compensating A Customer For A Missed Appointment

In some locales, if an appointment is missed, the company has to pay a fine to the customer. No specific functionality exists in the system to support this practice. However, your implementation could implement this requirement as follows:

  • Field activities that can have penalties should have a step that records a customer contact (note, a field activity's field activity type controls the steps that must be entered to complete a field activity).
  • When a user adds such a contact, the contact date/time should be the date/time the crew showed up for the appointment.
  • The field activity types associated with such field activities should have a completion algorithm that compares the appointment period's date/time to the customer contact's date/time and levies a penalty via the creation of an adjustment. Note, this algorithm is not supplied with the base package.
  • In addition, you may want to create an implementation-specific table to record the linkage between the adjustment and the field activity.