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  1. Double-click the job appointment to view or change the appointment. This can be a scheduled appointment or an unassigned appointment. 

  2. The Job Appointment Details window displays. You can view and change the appointment information. Additional fields may display depending on Schedule settings.
    • Job - Display only
    • Appointment - Display only
    • Description
    • Cost Code
    • 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 - Can be edited if the appointment status is set to completed.
    • Actual Hours
    • Service_User_Define_1
    • Service_User_Define_2
    • Service_User_Define_3
    • Service_User_Define_7
    • Customer Name
    • Location Name - Billing address
  3. You can also select these buttons to complete other tasks.

    Select Save.

Icons on This Page

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IconDescription

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Save

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Cancel

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Delete Appointment

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View Job

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View Appointment History - See Viewing Appointment History

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

Note

If a note exists for this appointment, this icon displays with a pencil in the bottom right corner.


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

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View Related Appointments - To view the related by 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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Context-Sensitive Options for Job Appointments on the Schedule Board

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