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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 and change the appointment information. Additional fields may display depending on Schedule settings.
    • 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
    • Service_User_Define_1
    • Service_User_Define_2
    • Service_User_Define_3
    • Service_User_Define_7
    • Customer Name
    • Location Name - Billing address
  3. You can also choose these buttons to complete other tasks.

    Save

    Cancel

    Delete Appointment

    View Job

    View Appointment History - See Viewing appointment history

    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.

    View Related Appointments


  4. Choose Save.

Context-sensitive options for job appointments on the Schedule Board

Right-click on a job appointment on the Schedule Board to access the following options:

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