...
- Double-click the service appointment
. This can be a scheduled or unassigned appointment. - The Service Appointment Details window displays. You can view and change the appointment information. Additional fields may display depending on Schedule settings.
- Service Call - Display only
- Appointment - Display only
- Description
- Status
- Resource
- Start Date
- Estimated Hours
- Priority
- Completion Date - Display only
- Customer Name
- Location Name
You can also choose these icons to view additional information.
Save 
Cancel 
Delete Appointment 
View Service Call - See Viewing/editing Editing the service callService Call. 
View Service Call Time Stamps - See Viewing service call timestampsService Call Timestamps. 
View Appointment History - See Viewing appointment historyAppointment History. 
View Service Call Tasks - See Viewing service call tasksService Call Tasks. 
View/add Appointment Notes - See Working with notes Notes and attachmentsAttachments .
Note If a note exists for this appointment, this icon displays as 
.
View/add Attachment - See Working with notes Notes and attachmentsAttachments. 
Notify Customers - See Notifying customers Customers via emailEmail. 
View Related Appointments - To view the related by appointments by the Group ID, choose the drop-down next to the Related Appointments icon and then choose By Group ID. See Working with related appointments Related Appointments and/or resource activitiesResource Activities. 
Work Order Quick Print - Choose Save.
Context-sensitive options for service appointments on the Schedule Board
Right-click on a service appointment to access the following options:
- Set Status
Set or update the appointment status.- ARRIVED
- CLOSED
- COMPLETE- See Completing appointmentsAppointments.
- DISPATCHED
- IN ROUTE
- OPEN
- PAGED
- RE-ASSIGN
- RECEIVED
- UNASSIGNED
- Unschedule Appointment
The appointment time is set to 12:00 AM. The appointment is moved from the schedule board to the Unscheduled Appointments section. See Unscheduled or unassigned appointmentsUnassigned Appointments. - Unassign Appointment
The Resource field is updated to UNASSIGNED. The appointment is moved from the schedule board to the Unscheduled Appointments section. See Unscheduled or unassigned appointmentsUnassigned Appointments. - Open Service Call
Opens a window populated with the service call information. If a piece of equipment needs to be added, you can do so here. - Notify Customer
Sends the customer an email. See Notifying customers Customers via emailEmail. - Quick Print
Opens the Work Order SRS report with the service call details displayed. - Print Service Call
Prints the service call information. - New Service Call - <customer>-<location>
Opens the New Service Call window with the Customer Number, Customer Name, Location Name, Division, Bill Customer Name, and the Bill Address Code defaulting from the service appointment. You can also access this by right-clicking on a Customer/location from the Customer Hub. - Appointment Wizard
Opens the appointment wizard. See Using the Appointment Wizard. - Create New Appointment
Opens the New Appointment/Activity window to create a new appointment based on the current appointment. See Creating additional appointmentsAdditional Appointments. - Add New Appointment Note
Adds a note to the appointment. See Working with notes. - View Customer Details
Opens the Customer Hub with the customer/location highlighted and the information displayed in the details section. See . Select the row to expand the row content. See Using the Customer Hub. - View Location Details
Opens the Customer Hub with the customer/location highlighted. Select the row to expand the row content. See Using the Customer Hub. - View Bill To Location Details
Opens the Customer Hub with the customer/bill to location highlighted and the information displayed in the details section. See . This option displays if the Bill To Location is different than the Service Location. Select the row to expand the row content. See Using the Customer Hub.