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You can easily view and change the details of a job appointment, also called a job activity.

  1. Double-click the job appointment Image Removed to appointment to view or change the appointment. This can be a scheduled appointment or an unassigned appointment. 

  2. The Job Appointment Details window displays. You can view and change the appointment information. Additional fields may display depending on Schedule settings.
    • Job - Display only
    • Appointment - Display only
    • Description
    • Cost Code
    • Status
    • Resource
    • Start Date
    • Estimated Hours
    • Priority
    • Completion Date - Can be edited if the appointment status is set to completed.
    • Actual Hours
    • Service_User_Define_1
    • Service_User_Define_2
    • Service_User_Define_3
    • Service_User_Define_7
    • Customer Name
    • Location Name - Billing address

  3. You can also choose these buttons to complete other tasks.

    		Save

    		Cancel

    		Delete Appointment

    		View Job

    		View Appointment History - See Viewing Appointment History

    View/add Appointment Notes - See Working with Notes and Attachments.

    Note

    If a note exists for this appointment, this icon displays as  .


    		View/add Attachment - See Working with Notes and Attachments.

    		View Related Appointments - To view the related by appointments by the Group ID, choose the drop-down next to the Related Appointments icon and then choose  By Group ID . See Working with Related Appointments and/or Resource Activities .


  4. Choose Save.

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