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Continuing from the steps above for creating a single or recurring service appointment:
- Choose the Service Call Number.
- 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.
- Enter a Description.
- Choose the Appointment Status.
- The Start Date defaults to today's date and midnight. You can edit the date and time.
- The End Date defaults to today's date.
- Enter the Estimated Hours.
- 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.
- Mark the weekend days to skip from scheduling appointments. Both Saturday and Sunday default as marked to skip.
- Choose Create.
Job Appointment
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