Page Comparison

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1. Select Cards > Service Management > Service Manager.
2. Select a customer and select the New Call button.
3. Enter the service call information and select the Appointments button to open the Appointments window.
4. Complete the following fields, as necessary.
   • Appointment 
     Displays the appointment number.
   • Attachment
     Select the paperclip icon to add an attachment to the service call. See Setting Up and Using Document Management or Advanced Document Management.
   • Appointment Description
     Enter a description that conveys the purpose or other details of the appointment.
   • Skill Level
     Enter a skill level, if required.
   • Technician ID
     Select the technician assigned to this appointment. You can use the technician schedules button to view technicians' availability or use the best technician button next to the Technician ID field if you want the system to select the next available, qualified technician for an appointment. This feature is optional.
   • Date
     The date that the appointment is scheduled to be performed. This date defaults from the Service Call window.
   • Estimated Hours
     Enter an estimate for completing the appointment. The number of hours cannot exceed 24. If appointments are created by the system by means of tasks, the total default hours of the tasks will default into the Estimated Hours field. See Assigning tasks to a service call for more information on how tasks update this field. The hours entered update the Total Appointment Hours field in the Service Call window and the available and allocated hours in the Technician Schedules window. If you want the system to figure out the technician's next available time slot for the appointment, select the next available button, next to the Date field. This feature is optional.
   • Starting Time
     Enter the time the appointment is scheduled to be performed. The time entered determines where the appointment displays in the Technician Board – Daily View window. If you do not enter a starting time, the appointment will not display in the Technician Board – Daily View window.
   • Appointment Status
     When an appointment is created from a service call, Default is the default status of appointment number 0001. Otherwise, Unassigned is the default status of new appointments. Closed is not an available appointment status.
   • Completion Date
     If you change the appointment status to Complete, enter a completion date.
5. Select Save to add the appointment to the scrolling window.

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