Page Comparison

...

• 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. See Working with notes.
• 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.

Context-sensitive options for technician appointments on the Schedule Board

Right-click on a technician 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.
• Appointment Wizard - Opens the appointment wizard. See Using the appointment wizard for more information.
• New Appointment - Opens the New Appointment/Activity window to create a new appointment based on the current appointment. See Create additional appointments.

Context-sensitive options for technicians on the Schedule Board

Right-click on a technician name to the left of the Schedule board to access the following options:

• New Resource Activity - Opens the Resource Activity window. See Create a resource activity for more information.
• Appointment Wizard - Opens the appointment wizard. See Using the appointment wizard for more information.
• Print Resource Schedule
  • Schedule Resource Report
  • Report Wizard
• Unschedule All - This option will unschedule all appointments scheduled for this technician.
• Unassign All - This option will unassign all appointments assigned to this technician.