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Double-click the job appointment to view or change the appointment. This can be a scheduled appointment or an unassigned appointment.
- 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
You can also select these buttons to complete other tasks.
Select Save.
Icons on This Page
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Icon | Description | ||
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Save | |||
Cancel | |||
Delete Appointment | |||
View Job | |||
View Appointment History - See Viewing Appointment History | |||
View/add Appointment Notes - See Working With Notes and Attachments.
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View/add Attachment - See Working With Notes and Attachments. | |||
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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