...

1. Select Service Calls. 
2. Select a service call and select New Appt.

3. Enter information in these fields, as needed. (*Required field)

   • *Service Call: The default service call ID. You can't change this value.

   • Assign To Me: This option defaults to active. Mark this option if the appointment should be assigned to you. Your name will be displayed in the Technician field after the appointment is saved. If you unmark this option, the status is UNASSIGNED, and the appointment is assigned to a technician in Service Management.

   • Appointment: The appointment number is generated automatically. You can't change this value.

   • Start Date: Select the date and time of the appointment.

   • Estimate Hours: Enter the estimated number of hours for the appointment.

   • Description: Enter a description to help identify the appointment.  If the appointment description exceeds 50 characters a note is created that contains the entire description.

   • Is Internal: Mark if the description note should be internal only and won't display on customer reports. If the checkbox is unmarked, the note will display on customer reports.

   • Status: The status of the appointment. 

     NoteIf

      If the Time Log Status Update setting is enabled, the appointment status will be automatically set when you time into the appointment. Additionally, if the status is manually updated, you will be timed into the appointment.

   • Technician: The name of the technician that the appointment is assigned to.

     
     

4. To see the mapped location of the appointment, select the Map tab. (If you use mapping on your device.)
5. Select the Save icon. The appointment appears as a pending appointment on the Appointments tab for the service call.

6. When you're ready to send the pending appointment to the host and complete the appointment creation process, select the Sync icon.  

   Note

   The date range that is created by the starting and ending sync dates must include the starting date of the appointment

   in order

   to successfully sync and create the appointment.

Anchor
create-compl-job create-compl-job

Create an Appointment When Completing a Job Appointment

Complete the job appointment. Prior to Before the final Complete Appointment, you will see the option to create a new appointment.

Anchor
change-appt change-appt

Change an Appointment

...

• Start date
• Estimate hours

• Description

• Status

  note

  If the Time Log Status Update setting is enabled, the appointment status will be automatically set when you time into the appointment. Additionally, if the status is manually updated, you will be timed into the appointment.
  If you use job safety tasks, the Job Safety tab might open after you change the appointment status.

On devices, service appointments and technician activities can also be drag-and-dropped on the Calendar to a different time and/or day. From the main screen, select the Calendar icon.

...