In the Service Call & Appointment Form Fields section, you can select choose the fields to hide/display when you open the service call, service appointment, job appointment, resource appointment, and/or resource appointmentequipment. Each service call or appointment form has required fields that cannot be unchecked. All non-user-defined fields default to marked so that they display on the appropriate form.
- In Schedule, select the choose the menu
icon and then select choose General Settings. In Company Options under Service Call & Appointment Form Fields, select choose to hide/display fields from the following tabs:
SelectService Call Fields Customer Number Salesperson Date/Time Lock Original Service Call Customer Name Service Call Type Estimated Hours Caller Name Address ID Priority Service Call Status Caller Email Address Location Name Customer P.O. Number Completion Date Caller Phone Service Call Contract Number Resolution USER-DEFINED Description Equipment Bill Customer ID Service_User_Define_1 Problem Type Resource Bill Address ID Division Start Date Job Number Service Appointment Fields Customer Name Description Start Date Priority Location Name Status Estimated Hours
Completion Date Service Call Resource
Skill Level
Actual Hours Appointment Job Appointment Fields Customer Name Description Resource Priority Location Name Cost Code Start Date Completion Date Job Status Estimated Hours Actual Hours Appointment Resource Appointment Fields Appointment Status Start Date Completion Date Activity Resource Estimated Hours Actual Hours Description Description Priority Equipment Fields Description Building ID Warranty Expires Optimal Charge Equipment Type Building Room Extended Warranty Type Refrigerant Type ID Manufacturer/Model Sub Location Extended Warranty Expires Refrigerant Equipment Type Serial Number Installed Date Service Level ID USER-DEFINED 1 Bar Code ID Installed By Contract Number - Choose Save at the bottom of each tabbed window.