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- Double-click the service appointment. This can be a scheduled or unassigned appointment.
- 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
You can also select these icons to view additional information.
Select Save.
Icons on This Page
Icon | Description | |
---|---|---|
Save | ||
Cancel | ||
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. | ||
View Service Call - See Viewing/Editing the Service Call. | ||
View Service Call Time Stamps - See Viewing Service Call Timestamps. | ||
View Appointment History - See Viewing Appointment History. | ||
View Service Call Tasks - See Viewing Service Call Tasks. | ||
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. | ||
View/add Attachment - See Working With Notes and Attachments. | ||
Notify Customers - See Notifying Customers via Email. | ||
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. | ||
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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