...
- 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 - See Viewing 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 - To view the related by appointments by the Group ID, choose the drop-down next to the Related Appointments icon and then choose By Group ID. See Viewing Working with related appointments and/or resource activities. 
Work Order Quick Print - Choose Save.
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- Set Status
Set or update the appointment status.- ARRIVED
- CLOSED
- COMPLETE- See Completing appointments.
- DISPATCHED
- IN ROUTE
- OPEN
- PAGED
- RE-ASSIGN
- RECEIVED
- 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 wizardAppointment 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.