...
Select New Service Call (or select Service Calls and then select the New icon).
- Complete the service call fields as described here: Create or Edit a Service Call.
Enter information in the New Appointment section.
- 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.
- If AutoStatusUpdate is set, this will be the status that defaults in this field. See Mobile Device Global Settings.
- If TimeLogStatusUpdate is set, while this status is available in the status list, when selected, technicians will be prompted to synchronize their device. This status can only be selected when the technician is ready to time into the appointment, not when creating the appointment. See Time Log Settings.
Excerpt - 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.
- If AutoStatusUpdate is set, this will be the status that defaults in this field. See Mobile Device Global Settings.
- If TimeLogStatusUpdate is set, while this status is available in the status list, when selected, technicians will be prompted to synchronize their device. This status can only be selected when the technician is ready to time into the appointment, not when creating the appointment. See Time Log Settings.
- Select the Save icon. The appointment appears as a pending appointment on the Appointments tab for the service call.
When you're ready to send the pending appointment to the host and complete the appointment creation process, select the Sync icon.
...