Page Comparison

Set Status:
Set or update the appointment or activity status.

• Job appointment
• Service appointment
• Resource activity

Unschedule Appointment:
The appointment time is set to 12:00 AM. The appointment is moved from the schedule board to the Unscheduled Appointments section.

• Job appointment
• Service appointment
• Resource activity

Unassign Appointment :
The Resource field is updated to UNASSIGNED. The appointment is moved from the schedule board to the Unscheduled Appointments section.

• Job appointment
• Service appointment

View Job Details :
Opens a display-only view of the job details with tabs for the cost codes and subcontractors.

• Job appointment

Open Service Call : Opens a window populated with the service call information. If a piece of equipment needs to be added, you can do so here.

• Service appointment

Quick Print :
Opens the Work Order SRS report with the service call details displayed.

• Service appointment

Print Service Call:
Provides the opportunity to print service call information.

• Service appointment

Appointment Wizard :
Opens the appointment wizard.

• Job appointment
• Service appointment
• Resource activity
• Resource

Create New Appointment :
Opens the New Appointment/Activity window to create a new appointment based on the current appointment.

• Job appointment
• Service appointment
• Resource activity

Add New Appointment Note :
Adds a note to the service appointment.

• Job appointment
• Service appointment

View Customer Details:
Opens the Customer Hub with the customer/location highlighted and the information displayed in the details section.

• Job appointment
• Service appointment

View Location Details :
Opens the Customer Hub with the customer/location highlighted and the information displayed in the details section.

• Job appointment
• Service appointment

New Resource Activity :
Opens the New Resource Activity window with resource information in the Resource field.

• Resource

Print Resource Schedule

• Schedule Resource Report :
  Prints the technician's schedule for the day.
• Report Wizard
  Opens the Resource Schedule Report wizard. You can choose the report to print, a date range, who the report is run for, as well as for which technician(s).

• Resource

Unschedule All :
Unschedules all appointments for the resource. The time is set to 12:00 AM. Appointments move from the schedule board to the Unscheduled Appointments list.

• Resource

Unassign All :
Unassigns all appointments for the resource. The resource is set to UNASSIGNED. Appointments move from the schedule board to the Unscheduled Appointments list.

• Resource