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  1. Double-click the service appointment. This can be a scheduled or unassigned appointment. 
  2. The Service Appointment Details window displays. You can view and change the appointment information. Additional fields may display depending on Schedule settings.
    • Service Call - Display only
    • Appointment - Display only
    • Description
    • Status
    • Resource -  You can filter the list of technicians by typing the first few letters of their first or last name.
    • Start Date
    • Estimated Hours
    • Priority
    • Completion Date - Display only
    • Customer Name
    • Location Name
  3. You can also select these icons to view additional information.

    Select Save.

Icons on This Page

IconDescription

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Save

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Cancel

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Delete Appointment - This button displays if the service call has more than one appointment. Schedule requires that a service call has at least one appointment.

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View Service Call - See Viewing/Editing the Service Call.

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View Service Call Time Stamps - See Viewing Service Call Timestamps.

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View Appointment History - See Viewing Appointment History.

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View Service Call Tasks - See Viewing Service Call Tasks.

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View/add Appointment Notes - See Working With Notes and Attachments.

If a note exists for this appointment, this icon is displayed with a pencil in the lower right corner.

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View/add Attachment - See Working With Notes and Attachments.

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Notify Customers - See Notifying Customers via Email.

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View Related Appointments - To view the related appointments by the Group ID, select the drop-down next to the Related Appointments icon and then select By Group ID. See Working With Related Appointments and/or Resource Activities.

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Work Order Quick Print

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Context-Sensitive Options for Service Appointments on the Schedule Board

Right-click on a service appointment to access the following options:

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