If you're using the optional Job Scheduling feature, you can schedule technicians for Job Cost jobs using the Appointments window (for a single appointment at a time) or from the Service Management Appointment Wizard (for multiple appointments at once). In either case, technicians must be set up in Service Management before they can be scheduled on jobs.

Scheduling One Appointment at a Time

1. Select Cards > Job Cost > Job.
2. Select a Job.
3. Select the Appointments button. The Appointments window opens.
4. Complete the following fields, as necessary.
   • Appointment Description
     Enter a description that conveys the purpose or other details of the appointment. When the description exceeds 50 characters, an appointment note is created. The note can be marked as Is Internal so that the note does not appear on any customer reports. The note subject is titled Description. The note can be viewed by selecting the attachment icon to the right of the Description field.
   • Note
     Select the note icon to attach a note to the job appointment. See Creating a job appointment noteJob Appointment Note for more information.
   • Attachment
     Select the paperclip icon to add an attachment to the job appointment. See Setting up Up and Using Document Management in Job Cost or Advanced Document Management in JC.
   • 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.
   • Estimated Hours
     Enter an estimate for completing the appointment. The number of hours cannot exceed 24. 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 is displayed 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. 

     A 12:00 a.m. time entry is the equivalent of zero. We recommend you do not have the starting time or ending time set to 12:00 a.m.
   • Appointment Status
     Default is the default status. You can change the status as necessary. 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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