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1. Right-click the appointment and then choose Open Service Call.
2. The following fields can be edited:
   • Division
   • Description
   • Service Call Status
   • Equipment - If the service call already has equipment assigned in Service Management, the field in Schedule is display-only. Only equipment that is active for the customer and location can be selected.
   • Caller Name/Email/Phone
3. You can choose any of these icons to view additional information:
   • - Service Call Time Stamps
   • - Service Call Tasks
   •   - Service Call Notes
   •  - View Attachments
   • - Related appointments
   •  - Notify Customer
4. Choose Save.

View or edit job appointment details

You can easily view and change the details of a job appointment, also called a job activity.

1. Double-click the job appointment Image Removed to view or change the appointment. This can be a scheduled appointment or an unassigned appointment.
2. The Job Appointment Details window displays. You can view information about the location of the appointment.
3. In the Job Details area, you can view and change additional information in most of the fields. Additional fields may display depending on Schedule settings.
   • Customer Name
   • Location Name - Billing address
   • Job - Display only
   • Appointment - Display only
   • Description
   • Cost Code
   • Status
   • Resource
   • Start Date
   • Estimated Hours
   • Priority
   • Completion Date - Can be edited if the appointment status is set to completed.
   • Actual Hours
4. You can also choose these buttons to complete other tasks.
   • Image Removed - Appointment history
   • Image Removed - Related appointments
5. Choose Save.

Context-sensitive options for job appointments

Right-click on a service appointment on the schedule board to access the following options:

• Set Status - Set or update the appointment status.
  • Arrived
  • Closed
  • Complete - See Completing appointments.
  • Dispatched
  • In Route
  • Open
  • Paged
  • Re-assigned
  • Received
  • Unassigned 
• 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.
• View Job Details - Opens a display-only view of the job details with tabs for the cost codes and subcontractors.
• Appointment Wizard - Opens the appointment wizard. See Using the appointment wizard for more information.
• Create New Appointment - Opens the New Appointment/Activity window to create a new appointment based on the current appointment. See Create additional appointments.
• Add New Appointment Note - Adds a note to the appointment.
• View Customer Details - Opens the Customer Hub with the customer/location highlighted and the information displayed in the details section. See Using the Customer Hub for more information.
• View Location Details - Opens the Customer Hub with the customer/location highlighted and the information displayed in the details section. See Using the Customer Hub for more information.