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- In Schedule, choose the menu icon and then choose Settings.
In Company Options under Service Call, Appointment, & Equipment Form Fields, choose to hide/display fields from the following tabs:
Service Call Fields
Expand title Click to view field list. - Customer Number
- Customer Name
- Address ID
- Location Name
- Service Call
- Description
- Problem Type
- Division
- Salesperson
- Service Call Type
- Priority
- Customer P.O. Number
- Contract Number
- Equipment
- Resource
- Start Date
- Date/Time Lock
- Estimated Hours
- Service Call Status
- Completion Date
- Resolution
- Bill Customer ID
- Bill Address ID
- Job Number
- Original Service Call
- Caller Name
- Caller Email Address
- Caller Phone
- USER-DEFINED
- Service_User_Define_1
Service Appointment Fields
Expand title Click to view field list.- Customer Name
- Location Name
- Service Call
- Appointment
- Description
- Status
- Resource
- Start Date
- Estimated Hours
- Skill Level
- Priority
- Completion Date
- Actual Hours
Job Appointment Fields
expandtitle Click to view field list. - Customer Name
- Location Name
- Job
- Description
- Cost Code
- Status
- Resource
- Start Date
- Estimated Hours
- Priority
- Completion Date
- Actual Hours
Resource Appointment Fields
Expand 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
- Choose Save at the bottom of each tabbed window.