In the Service Call, Appointment & Equipment Form Fields section, you can choose the fields to hide/display when you open the service call, service appointment, job appointment, resource appointment, and/or equipment. Each form has required fields that cannot be unchecked.
In Schedule, choose the menu icon and then
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select Settings.
In Company Options under Service Call, Appointment, & Equipment Form Fields, choose to hide/display fields from the following tabs:
Service Call
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Fields
Customer Number
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Customer Name
Address ID
Location Name
Service Call
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Description
Problem Type
Division
Salesperson
Service Call
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Type
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Priority
Customer P.O. Number
Contract Number
Equipment
Resource
Start Date
Date/Time Lock
Estimated Hours
Service Call Status
Completion Date
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Resolution
Bill Customer ID
Bill Address ID
Job Number
Original Service Call
Caller Name
Caller Email Address
Caller Phone
USER-DEFINED
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Service_User_Define_1
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Service Appointment Fields
Customer Name
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Location Name
Service Call
Appointment
Description
Status
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Resource
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Start Date
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Estimated Hours
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Resource
Skill Level
Priority
Completion Date
Actual Hours
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Job Appointment Fields
Customer Name
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Location Name
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Job
Description
Cost Code
Status
Resource
Start Date
Estimated Hours
Priority
Completion Date
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Actual Hours
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Resource Appointment Fields
Appointment
Activity
Description
Status
Resource
Description
Start Date
Estimated Hours
Priority
Completion Date
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Actual Hours
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Equipment Fields
Description
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Equipment Type
Manufacturer/Model
Serial Number
Bar Code ID
Building ID
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Building Room
Sub Location
Installed Date
Installed By
Warranty Expires
Extended Warranty Type
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Extended Warranty Expires
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Service Level ID
Contract Number
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Optimal Charge
Refrigerant Type ID
Refrigerant Equipment Type
USER-DEFINED 1
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Choose Save at the bottom of each tabbed window.