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The default columns that display are:

• Notes - Displays Image RemovedImage Added if the note is empty or Image RemovedImage Added if a note is attached.
• Attachments - Displays Image RemovedImage Added if no attachment exists or Image RemovedImage Added if a file is attached.
• Type
• Workorder/Job
• Appointment
• Cost Code
• Start Time
• Appt Status
• Resource name
• Estimate Hours
• Actual Hours
• Job Name

Viewing open appointments

1. To view the open appointment(s) for a customer, choose a customer in the Customer Hub.
2. In the details section of the Customer Hub, choose the Open Appointments tab.
3. Right-click a Service Call appointment and then choose from the following: 
   • Add Note - Opens the Service Call note window. See Working with notes and attachments.
   • Open Service Call - Opens the Service Call window on the Schedule tab. See View or edit the service call.
   • Open Appointment - Opens the Service Appointment window on the Schedule tab. See View or edit service appointment details.
   • Unschedule Appointment - The appointment time is set to 12:00 AM. The appointment is moved from the schedule board to the Unscheduled Appointments section. See Unscheduled or unassigned appointments.
   • Unassign Appointment - The Resource field is updated to UNASSIGNED. The appointment is moved from the schedule board to the Unscheduled Appointments section. See Unscheduled or unassigned appointments.
4. Right-click a Job appointment and then choose from the following:
   • Add Note - Opens the Job Appointment note window. See Working with notes and attachments.
   • View Job Details - Opens a display-only view of the job details with tabs for the cost codes and subcontractors.
   • Open Appointment - Opens the Job Appointment window. See View or edit job appointment details.
   • Unschedule Appointment - The appointment time is set to 12:00 AM. The appointment is moved from the schedule board to the Unscheduled Appointments section. See Unscheduled or unassigned appointments.
   • Unassign Appointment - The Resource field is updated to UNASSIGNED. The appointment is moved from the schedule board to the Unscheduled Appointments section. See Unscheduled or unassigned appointments.