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  • Right-click on the appointment, choose Status and then choose Complete Appointment COMPLETE.
  • Double-click an appointment, change the Status in the appointment details window to COMPLETE, and then choose Save.

When an appointment is completed and saved, this information applies::

  • The Completion Date field is enabled. The Completion Time is set automatically to display the time based off the Start Time and the Actual Hours.
  • The Actual Hours field in the appointment details window is availableenabled. The Actual Hours is initially set to the Estimated Hours. If the actual length of the appointment changed from the estimated hours, enter that time in this field and save the changesyou edit the Actual Hours, the Completion Time is updated. If you edit the Completion Time, the Actual Hours updates, rounded to 2 decimal places. For example, if the start time is 7:00 AM and the Estimated Hours are 2, the Completion Time is set to 9:00 AM. If you edit the Actual Hours to 3, the Completion Time updates to 10:00 AM. If you edit the Completion Time to 10:45 AM, the Actual Hours updates to display 3.75 hours.
  • After an appointment has been completed, you can no longer drag or resize the appointment on the schedule board. However, you can change the appointment length by opening the appointment details window and changing the value in the Actual Hours field.
Note

If appointments are manually completed in Schedule and/or Signature, the system uses the following logic to calculate the completion date and time as an appointment is set to a completed status.

  • The actual completion Completion date/time will be is defaulted to the appointment start time and date plus the actual hours entered by the technician.
  • If the technician has not entered actual hours, the calculation will use the estimated hours to determine the completion time.
  • If there are no estimated hours (or actual hours) entered in the appointment, the system will use a default duration of 15 minutes so that the appointment remains displayed on the schedule board.

Our goal is to calculate the appointment completion date/time in the most effective manner as this value is not driven by the date/time the service call is physically set to a completed status.

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