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Viewing Open Appointments

1. To view the open appointment(s) for a customer, select a customer in the Customer Hub.

2. In the details section of the Customer Hub, select the Open Appointments tab.

3. In this tab view, you can:

   • Double-click an appointment to open the appointment on the Schedule Board. See Working With Service Appointment Details or Working With Job Appointment Details.

   • Right-click a Service Call appointment and then select from the following: 

     • Add Note - Opens the Service Call note window. See Working With Notes and Attachments.

     • View Note - Opens the Notes/Attachments window. See Working With Notes and Attachments. (Displays if a note exists.)

     • Open Service Call - Opens the Service Call window on the Schedule tab. See Viewing/Editing the Service Call.

     • Open Appointment - Opens the Service Appointment window on the Schedule tab. See Working With Service Appointment Details.

     • Unschedule Appointment - The appointment time is set to 12:00 AM. The appointment is moved from the schedule board to the Unscheduled Appointments section. See Unscheduled or Unassigned Appointments.

     • Unassign Appointment - The Resource field is updated to UNASSIGNED. The appointment is moved from the schedule board to the Unscheduled Appointments section. See Unscheduled or Unassigned Appointments.

   • Right-click a Job appointment and then select from the following:

     • Add Note - Opens the Job Appointment note window. See Working With Notes and Attachments.

     • View Note - Opens the Notes/Attachments window. See Working With Notes and Attachments. (Displays if a note exists.)

     • View Job Details - Opens a display-only view of the job details with tabs for the cost codes and subcontractors.

     • Open Appointment - Opens the Job Appointment window. See Working With Job Appointment Details.

     • Unschedule Appointment - The appointment time is set to 12:00 AM. The appointment is moved from the schedule board to the Unscheduled Appointments section. See Unscheduled or Unassigned Appointments.

     • Unassign Appointment - The Resource field is updated to UNASSIGNED. The appointment is moved from the schedule board to the Unscheduled Appointments section. See Unscheduled or Unassigned Appointments.

Available Data Columns

The default columns that display are:

• Notes

• Type

• Workorder/Job

• Appointment

• Cost Code

• Start Time

• Appt Status

• Resource name

• Estimate Hours

• Actual Hours

• Job Name

You can add the following column:

• Completion Date