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Right-click on a service appointment to access the following options:
- Set Status - Set
Set or update the appointment status.- Arrived
- Closed
- Complete - See Completing appointments.
- Dispatched
- In Route
- Open
- Paged
- Re-assigned
- Received
- Unassigned
- Unschedule Appointment - The
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
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. - Open Service Call - Opens
Opens a window populated with the service call information. If a piece of equipment needs to be added, you can do so here. - Notify Customer - Sends the customer an email. See Notifying customers via email.
- Quick Print - Opens
Opens the Work Order SRS report with the service call details displayed. - Print Service Call - Prints
Prints the service call information. - Appointment Wizard - Opens
Opens the appointment wizard. See Using the appointment wizard. - Create New Appointment - Opens
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
Adds a note to the appointment. See Working with notes. - View Customer Details - Opens
Opens the Customer Hub with the customer/location highlighted and the information displayed in the details section. See Using the Customer Hub. - View Location Details - Opens
Opens the Customer Hub with the customer/location highlighted and the information displayed in the details section. See Using the Customer Hub.