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  1. Double-click the service appointment  . This can be a scheduled or unassigned appointment. 
  2. 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
    • Start Date
    • Estimated Hours
    • Priority
    • Completion Date - Display only
    • Customer Name
    • Location Name
  3. You can also select these icons to view additional information.

    Save

    Cancel

    Delete 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 .

    Note
    If a note exists for this appointment, this icon displays as .

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

    Notify Customers - See Notifying Customers via Email.

    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 chooseselect By Group ID. See Working with Related Appointments and/or Resource Activities.

    Work Order Quick Print



  4. Select Save.

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