Page Comparison

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1. Double-click the job appointment  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.
   •  - Appointment history

   •  - Add a Note. See Working with notes.

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

     
     

   •  - Related appointments
5. Choose Save.

Context-sensitive options for job appointments on the Schedule Board

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

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