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- Set Status
Set or update the appointment status.- ArrivedARRIVED
- ClosedCLOSED
- Complete COMPLETE- See Completing appointments.
- DispatchedDISPATCHED
- In RouteIN ROUTE
- OpenOPEN
- PagedPAGED
- ReRE-assignedASSIGN
- ReceivedRECEIVED
- Unassigned UNASSIGNED
- Unschedule Appointment
The appointment time is set to 12:00 AM. The appointment is moved from the schedule board to the Unscheduled Appointments section. See Unscheduled or unassigned appointments. - Unassign Appointment
The Resource field is updated to UNASSIGNED. The appointment is moved from the schedule board to the Unscheduled Appointments section. See Unscheduled or unassigned appointments. - Open Service Call
Opens a window populated with the service call information. If a piece of equipment needs to be added, you can do so here. - Notify Customer
Sends the customer an email. See Notifying customers via email. - Quick Print
Opens the Work Order SRS report with the service call details displayed. - Print Service Call
Prints the service call information. - Appointment Wizard
Opens the appointment wizard. See Using the appointment wizard. - Create New Appointment
Opens the New Appointment/Activity window to create a new appointment based on the current appointment. See Creating additional appointments. - Add New Appointment Note
Adds a note to the appointment. See Working with notes. - View Customer Details
Opens the Customer Hub with the customer/location highlighted and the information displayed in the details section. See Using the Customer Hub. - View Location Details
Opens the Customer Hub with the customer/location highlighted and the information displayed in the details section. See Using the Customer Hub.