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  1. Double-click the service appointment . This can be a scheduled or unassigned appointment. 
  2. 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
  3. 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



  4. 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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