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The Summary tab displays the information that you have entered for this appointment. Depending on your setup, this information is also displayed on the Call Summary and Appointment Summary report. Once you complete the appointment, you can no longer enter additional information about this appointment. The Customer and Technician Signatures are entered at the bottom of this tab.

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Depending on your setup:

  • You may have additional sections that display. 

  • If GenerateServiceSummaryReport is set to False in Report Settings, the Service Call Summary or Service Appointment Summary report is not generated and the technician and customer signature buttons do not display. See Report Settings.

  • If you are using Flexible Forms, a Refresh icon displays on the Summary tab. You may need to refresh the form to see the latest updated.

To complete the Summary tab:

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