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Kimberly Onnen

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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 select these buttons to complete other tasks.

    Image Removed Select Save.

Buttons on this window

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Save

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Cancel

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Delete Appointment

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View Job

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View Appointment History - See Viewing Appointment History

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

Note

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

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

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

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Context-sensitive options for job appointments on the Schedule Board

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  • Set Status
    Set or update the appointment status.
  • 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 notes.
  • 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.