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- Set Status
Set or update the appointment status.- ARRIVED
- CLOSED
- 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 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 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 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 appointments. - Add New Appointment Note
Adds a note to the appointment. See Working with notes. - View Customer Details
Opens the Customer Hub with the customer/location highlighted and the information displayed in the details section. See Using the Customer Hub for more information. - View Location Details
Opens the Customer Hub with the customer/location highlighted and the information displayed in the details section. See Using the Customer Hub for more information.