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  1. Select New Service Call (or select Service Calls and then select the New   icon). 

  2. Complete the service call fields as described here: Create or Edit a Service Call.
  3. Enter information in the New Appointment section. 

    Excerpt


    FieldDescription

    Start Date

    Select the date and time of the appointment.

    Estimate Hours

    Enter the estimated number of hours for the appointment.

    Description

    Enter a description to help identify the appointment.

    Status

    The status of the appointment.

    • If AutoStatusUpdate is set, this will be the status that defaults in this field. See Mobile Device Global Settings.
    • If TimeLogStatusUpdate is set, while this status is available in the status list, when selected, technicians will be prompted to synchronize their device. This status can only be selected when the technician is ready to time into the appointment, not when creating the appointment. See Time Log Settings.



  4. Select Save Image Removed.the Save Image Added icon. The appointment appears as a pending appointment on the Appointments Image Added tab for the service call.
  5. When you're ready to send the pending appointment to the host and complete the appointment creation process, select the SyncImage Added icon. 

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Create an Appointment from an Existing Service Call

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