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- Set Status
Set or update the appointment status.- ARRIVED
- COMPLETE- See Completing Appointments.
- DISPATCHED
- IN ROUTE
- OPEN
- PAGED
- RE-ASSIGN
- RECEIVED
- UNASSIGNED
- Unschedule Appointment
The appointment time is set to 12:00 AM. The appointment is moved from the schedule board to the Unscheduled Appointments section. See Unscheduled or unassigned appointmentsUnassigned Appointments. - Unassign Appointment
The Resource field is updated to UNASSIGNED. The appointment is moved from the schedule board to the Unscheduled Appointments section. See Unscheduled or unassigned appointmentsUnassigned Appointments. - View Job Details
Opens a display-only view of the job details with tabs for the cost codes and subcontractors. - Appointment Wizard
Opens the appointment wizard. See Using the appointment wizardAppointment Wizard for more information. - Create New Appointment
Opens the New Appointment/Activity window to create a new appointment based on the current appointment. See Create additional appointmentsCreating Additional Appointments. - Add New Appointment Note
Adds a note to the appointment. See Working with notesNotes and Attachments. - View Customer Details
Opens the Customer Hub with the customer/location highlighted. Select the row to expand the row content. See Using the Customer Hub. - View Location Details
Opens the Customer Hub with the customer/location highlighted. Select the row to expand the row content. See Using the Customer Hub. - View Bill To Location Details
Opens the Customer Hub with the customer/bill to location highlighted. This option displays if the Bill To Location is different than the Service Location. Select the row to expand the row content. See Using the Customer Hub.