Fast Lean Smart

Keyfax 4.4.7.0+ provides an out of the box scheduling integration with FLS VISITOUR from Fast Lean Smart. This allows Operators or tenants to quickly and easily schedule appointments during the Keyfax script, getting suggestions for the best times based on known availability. Please contact your Omfax Customer Services Consultant for more information on FLS pricing.

The information on this page is based on the scheduling being enabled within your Keyfax installation.

The option to "Make Appointments" icon will appear on the Results (final) page.

Clicking this icon will prompt the user to confirm/select their address.

The user is then prompted to select their availability. Multiple slots may be selected (and is recommended). In the event that no engineers are available, the user will be prompted to select other/additional slots.

FLS will then present a list of optimised appointments for the end-user to choose their preferred appointment.

Once scheduled through Keyfax, the appointment will appear within the FLS VISITOUR application to be reviewed and approved as below.

Multiple appointments

Multiple Services can be added to a single Keyfax script session either by using the "Add another" button or simply applying multiple Services within the script logic.

FLS will split these into separate appointments if the Skillset cannot be covered by a single engineer.

In this example, an electrical and plumbing repair has been split into two appointments.

Priorities

An additional field called "Route Planning Priority" is available within the Priorities tab. This integer value must tally with the priority code stored within FLS.

FLS will use a default FLS priority if left blank.

Services

Two additional fields will be available within Services.

Customers can choose to upload/add a copy of all their Services within FLS and/or they can create grouped sets of Skillsets such as Plumbing, Building, Heating etc.

Route Planning Call Type - Admins can create Call Types in FLS for specific work and allocate various properties to this. For example, creating an inspection and setting a default SMV of 2 hours.

FLS will use a default value if the Call Type is empty.

Route Planning Skillset - Admins can create Skillsets in FLS and enter the corresponding codes to Services in Keyfax. If left blank the Service Code will be passed in to FLS.

In this example, a Skillset called "PlSe" has been created for "Plumbing Services". This code can then be assigned to Plumbing related Service Codes in Keyfax.