Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

  1. Hover over the left or right edge of the appointment bar, depending on whether you are changing the start or end time. You should see a double arrow  .
  2. Holding the left mouse button down, drag the appointment left or right. The time change is displayed as you drag the appointment. When you reach the correct appointment length, release the mouse button.

View or edit service appointment details

You can easily view and edit the details of a service appointment.

  1. Double-click the service Image Removed appointment. This can be a scheduled or unassigned appointment.
  2. The Service Appointment Details window displays. You can view and change the information the appointment information. Additional fields may display depending on Schedule settings.
    • Customer Name
    • Location Name
    • Service Call - Display only
    • Appointment - Display only
    • Description
    • Status
    • Resource
    • Start Date
    • Estimated Hours
    • Skill Level
    • Priority
    • Completion Date - Display only
    • Actual Hours - Display only
  3. You can also choose these icons to view additional information.
    • Image Removed - Service Call Time Stamps
    • Image Removed - Appointment history
    • Image Removed - Service Call Tasks
    • Image Removed - Add a Note
    • Image Removed - Related appointments
    • Image Removed - Service Call Quick Print
    • Image Removed - Notify Customer
  4. Choose Save.

Context-sensitive options for service appointments

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

  • Set StatusSet or update the appointment status.
  • Unschedule AppointmentThe 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 AppointmentThe Resource field is updated to UNASSIGNED. The appointment is moved from the schedule board to the Unscheduled Appointments section. See Unscheduled or unassigned appointments.
  • Open Service CallOpens a window populated with the service call information. If a piece of equipment needs to be added, you can do so here.
  • Notify Customer - Sends the customer an email. See Notifying customers via email.
  • Quick PrintOpens the Work Order SRS report with the service call details displayed.
  • Print Service CallPrints the service call information. 
  • Appointment WizardOpens the appointment wizard. See Using the appointment wizard.
  • Create New AppointmentOpens the New Appointment/Activity window to create a new appointment based on the current appointment. See Create additional appointments.
  • Add New Appointment NoteAdds a note to the appointment. 
  • View Customer DetailsOpens the Customer Hub with the customer/location highlighted and the information displayed in the details section.  See Using the Customer Hub.
  • View Location DetailsOpens the Customer Hub with the customer/location highlighted and the information displayed in the details section.  See Using the Customer Hub.

View or edit the service call

You can easily view the service call from the schedule board.

  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:
    • Image Removed - Service Call Time Stamps
    • Image Removed - Service Call Tasks
    • Image Removed  - Service Call Notes
    • Image Removed - View Attachments
    • Image Removed - Related appointments
    • Image Removed - Notify Customer
  4. Choose Save.