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 Fields
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Customer Number
Customer Name
Address ID
Location Name
Service Call
Description
Problem Type
Division
Salesperson
Service Call Type
Priority
Customer P.O. Number
Contract Number
Equipment
Resource
Start Date
Date/Time Lock
Estimated Hours
Service Call Status
Completion Date
Resolution
Bill Customer ID
Bill Address ID
Job Number
Original Service Call
Caller Name
Caller Email Address
Caller Phone
USER-DEFINED
Service_User_Define_1
Service Appointment Fields
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| title | Click to view field list. |
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Customer Name
Location Name
Service Call
Appointment
Description
Status
Resource
Start Date
Estimated Hours
Skill Level
Priority
Completion Date
Actual Hours
Job Appointment Fields
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| title | Click to view field list. |
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Customer Name
Location Name
Job
Description
Cost Code
Status
Resource
Start Date
Estimated Hours
Priority
Completion Date
Actual Hours
Resource Appointment Fields
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Appointment
Activity
Description
Status
Resource
Description
Start Date
Estimated Hours
Priority
Completion Date
Actual Hours
Equipment Fields
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Description
Equipment Type
Manufacturer/Model
Serial Number
Bar Code ID
Building ID
Building Room
Sub Location
Installed Date
Installed By
Warranty Expires
Extended Warranty Type
Extended Warranty Expires
Service Level ID
Contract Number
Optimal Charge
Refrigerant Type ID
Refrigerant Equipment Type
USER-DEFINED 1
Choose Save at the bottom of each tabbed window.