Page Comparison

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1. In Schedule, choose the menu icon and then choose Settings.

2. In Company Options under Service Call, Appointment, & Equipment Form Fields, choose to hide/display fields from the following tabs: 

   • Service Call

   Fields

   • Fields 

     Expand
     title Click to view field list.
     Customer Number

   SalespersonDate/Time LockOriginal Service CallCustomer

   • Customer Name Address ID Location Name Service Call

   Type
   Estimated HoursCaller NameAddress IDPriority

   • Description Problem Type Division Salesperson Service Call

   StatusCaller Email AddressLocation Name

   • Type Priority Customer P.O. Number Contract Number Equipment Resource Start Date Date/Time Lock Estimated Hours Service Call Status Completion Date

   Caller PhoneService CallContract NumberResolution

   • Resolution Bill Customer ID Bill Address ID Job Number Original Service Call Caller Name Caller Email Address Caller Phone USER-DEFINED

   DescriptionEquipmentBill Customer ID

   • Service_User_Define_1

   Problem TypeResourceBill Address IDDivisionStart DateJob NumberService Appointment FieldsCustomer NameDescription

   • 
     

   • Service Appointment Fields

     Expand
     title Click to view field list.
     Customer Name Location Name Service Call Appointment Description Status Resource Start Date

   PriorityLocation NameStatus

   Estimated Hours

   Completion DateService Call

   Resource

   Skill Level

   Actual HoursAppointment

   • Estimated Hours Skill Level Priority Completion Date Actual Hours

     
     

   • Job Appointment Fields

   Customer Name

   • Expand

   DescriptionResourcePriority

   • title Click to view field list.

     Customer Name Location Name Job Description Cost Code Status Resource Start Date Estimated Hours Priority Completion Date

   JobStatusEstimated Hours

   • Actual Hours

   Appointment

   • 
     

   • Resource Appointment Fields

   Appointment

   • Expand

   StatusStart DateCompletion DateActivityResourceEstimated HoursActual HoursDescriptionDescriptionPriorityEquipment FieldsDescriptionBuilding IDWarranty ExpiresOptimal ChargeEquipment TypeBuilding RoomExtended Warranty TypeRefrigerant Type IDManufacturer/ModelSub LocationExtended Warranty ExpiresRefrigerant Equipment TypeSerial NumberInstalled DateService Level IDUSER-DEFINED 1Bar Code IDInstalled ByContract Number

   • title Click to view field list.

     Appointment Activity Description Status Resource Description Start Date Estimated Hours Priority Completion Date Actual Hours

     
     

   • Equipment Fields

     Expand
     title Click to view field list.
     Description Equipment Type Manufacturer/Model Serial Number Bar Code ID Building ID Building Room Sub Location Installed Date Installed By Warranty Expires Extended Warranty Type Extended Warranty Expires Service Level ID Contract Number Optimal Charge Refrigerant Type ID Refrigerant Equipment Type USER-DEFINED 1

     
     

3. Choose Save at the bottom of each tabbed window.