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  1. Double-click the job appointment  to view or change the appointment. This can be a scheduled appointment or an unassigned appointment. 


  2. The Job Appointment Details window displays. You can view information about the location of the appointment.
  3. In the Job Details area, you can view and change additional information in most of the fields. Additional fields may display depending on Schedule settings.
    • Customer Name
    • Location Name - Billing address
    • Job - Display only
    • Appointment - Display only
    • Description
    • Cost Code
    • Status
    • Resource
    • Start Date
    • Estimated Hours
    • Priority
    • Completion Date - Can be edited if the appointment status is set to completed.
    • Actual Hours
  4. You can also choose these buttons to complete other tasks.

    Save

    Cancel

    Delete Appointment

    View Job

    View Appointment History - See View appointment history

    View/add Appointment Notes
    - See Working with notes.

    Note

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


    View Related Appointments


  5. Choose Save.

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