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  1. Double-click the service  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 -

    Image Added

    Save

    Image Added

    Cancel

    Image Added

    Delete Appointment

    Image Added

    View Service Call

    Image Added

    View Service Call Time Stamps

    Image Added

  4. Image Removed - Appointment history
  5. Image Removed -
    View Appointment History

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    View Service Call Tasks
    Image Removed - Add a Note.

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    View/add Appointment Notes
    See Working with notes.

    Info

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

  6. Image Removed - Related appointments
  7. Image Removed - Service Call Quick Print
  8. Image Removed - Notify Customer


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    View Related Appointments

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    Notify Customers

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    Work Order Quick Print


  9. Choose Save.

Context-sensitive options for service appointments on the Schedule Board

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