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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. - New Service Call - <customer>-<location>
Opens the New Service Call window with the Customer Number, Customer Name, Location Name, Division, Bill Customer Name, and the Bill Address Code defaulting from the service appointment. You can also access this by right-clicking on a Customer/location from the Customer Hub. - 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.