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- Choose Service Calls. Select a service call and choose New Appt.
Enter information in these fields, as needed.
Field Description *Service Call
The default service call ID. You can't change this value.
Assign To Me
Mark this option if the appointment should be assigned to you. Your name will be displayed in the Technician field after the appointment is saved. If you don't mark this option, the status is UNASSIGNED, and the appointment is assigned to a technician in Service Management.
Appointment
The appointment number that is generated automatically. You can't change this value.
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.
Note If the Time Log Status Update setting is enabled, the appointment status will be automatically set when you time into the appointment. Additionally, if the status is manually updated, you will be timed into the appointment.
Technician
The name of the technician that the appointment is assigned to.
*Required field
- If you use mapping on your device, choose the Map tab to see the mapped location of the appointment.
- Choose the Save icon. The appointment appears as a pending appointment on the Appointments tab for the service call.
When you're ready to send the pending appointment to the host and complete the appointment creation process, choose the Sync icon.
Note The date range that is created by the starting and ending sync dates must include the starting date of the appointment in order to successfully sync and create the appointment.
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