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- Double-click the service appointment . This can be a scheduled or unassigned appointment.
- The Service Appointment Details window displays. You can view and change the appointment information. Additional fields may display depending on Schedule settings.
- Service Call - Display only
- Appointment - Display only
- Description
- Status
- Resource
- Start Date
- Estimated Hours
- Priority
- Completion Date - Display only
- Customer Name
- Location Name
You can also choose these icons to view additional information.
Save Cancel Delete Appointment View Service Call - See Viewing/editing the service call. View Service Call Time Stamps - See Viewing service call timestamps. View Appointment History - See Viewing appointment history. View Service Call Tasks View/add Appointment Notes - See Working with notes and attachments.
Note If a note exists for this appointment, this icon displays as . View/add Attachment - See Working with notes and attachments. Notify Customers - See Notifying customers via email. View Related Appointments Work Order Quick Print - Choose Save.
Context-sensitive options for service appointments on the Schedule Board
Right-click on a service appointment to access the following options:
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