You can view the open appointments for the customer location. For additional information on the context menus, see Working with Notes and Attachments, Viewing/Editing Service Appointment Details, Viewing/Editing Job Appointment Details, Viewing/Editing the Service Call, or Unscheduled or Unassigned Appointments.
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Viewing Open Appointments
- To view the open appointment(s) for a customer, select a customer in the Customer Hub.
- In the details section of the Customer Hub, select the Open Appointments tab.
- In this tab view, you can:
- Double-click an appointment to open the appointment on the Schedule Board.
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- Right-click a Service Call appointment and then select from the following:
- Add Note - Opens the Service Call note window.
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- View Note - Opens the Notes/Attachments window.
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- (Displays if a note exists.)
- Open Service Call - Opens the Service Call window on the Schedule tab.
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- Open Appointment - Opens the Service Appointment window on the Schedule tab.
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- Unschedule Appointment - The appointment time is set to 12:00 AM. The appointment is moved from the schedule board to the Unscheduled Appointments section
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- Unassign Appointment - The Resource field is updated to UNASSIGNED. The appointment is moved from the schedule board to the Unscheduled Appointments section.
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- Right-click a Job appointment and then select from the following:
- Add Note - Opens the Job Appointment note window.
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- View Note - Opens the Notes/Attachments window.
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- (Displays if a note exists.)
- View Job Details - Opens a display-only view of the job details with tabs for the cost codes and subcontractors.
- Open Appointment - Opens the Job Appointment window
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- Unschedule Appointment - The appointment time is set to 12:00 AM. The appointment is moved from the schedule board to the Unscheduled Appointments section
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- Unassign Appointment - The Resource field is updated to UNASSIGNED. The appointment is moved from the schedule board to the Unscheduled Appointments section
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Available Data Columns
The default columns that display are:
- Notes
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- Type
- Workorder/Job
- Appointment
- Cost Code
- Start Time
- Appt Status
- Resource name
- Estimate Hours
- Actual Hours
- Job Name
You can add the following column:
- Completion Date