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Continuing from the steps above for creating a single or recurring service appointment:

  1. Choose the Service Call Number.
  2. Choose the Technician Resource, Technician Team, or Service Area to assign the appointment to. If you chose to assign this to All, these fields will be disabled.
  3. Enter a Description.
  4. Choose the Appointment Status.
  5. The Start Date defaults to today's date and midnight. You can edit the date and time.
  6. The End Date defaults to today's date.
  7. Enter the Estimated Hours.
  8. Enter the number of Days Between Appointments. For example, if you have a date range entered above and enter 2, this will create an appointment every two days.
  9. Mark the weekend days to skip from scheduling appointments. Both Saturday and Sunday default as marked to skip.
  10. Choose Create.

Job Appointment

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