Page Comparison

You can easily view and change the details of a job appointment, also called a job activity.

1. Double-click the job appointment Image Removed to appointment to view or change the appointment. This can be a scheduled appointment or an unassigned appointment. 

2. The Job Appointment Details window displays. You can view and change the appointment information. Additional fields may display depending on Schedule settings.
   
   • Job - Display only
   • Appointment - Display only
   • Description
   • Cost Code
   • Status
   • Resource
   • Start Date
   • Estimated Hours
   • Priority
   • Completion Date - Can be edited if the appointment status is set to completed.
   • Actual Hours
   • Service_User_Define_1
   • Service_User_Define_2
   • Service_User_Define_3
   • Service_User_Define_7
   • Customer Name
   • Location Name - Billing address

3. You can also select these buttons to complete other tasks.

   Image Removed

   Image Added	Save Image Removed
   Image Added	Cancel Image Removed
   Image Added	Delete AppointmentImage Removed
   Image Added	View Job Image Removed
   Image Added	View Appointment History - See Viewing Appointment History
   Image Removed Image Added	View/add Appointment Notes - See Working with Notes and Attachments. Note If a note exists for this appointment, this icon displays as  Image Removed .
   Image Removed	Image Added	View/add Attachment - See Working with Notes and Attachments.
   Image Removed Image Added	View Related Appointments - To view the related by appointments by the Group ID, select the drop-down next to the Related Appointments icon and then select  By Group ID . See Working with Related Appointments and/or Resource Activities .

   
   

4. Select Save.

...

• Set Status
  Set or update the appointment status.
  • ARRIVED
  • COMPLETE- See Completing Appointments.
  • 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.
• View Job Details
  Opens a display-only view of the job details with tabs for the cost codes and subcontractors.
• Appointment Wizard
  Opens the appointment wizard. See Using the appointment wizardAppointment Wizard for more information.
• Create New Appointment
  Opens the New Appointment/Activity window to create a new appointment based on the current appointment. See Create additional appointmentsCreating Additional Appointments.
• Add New Appointment Note
  Adds a note to the appointment. See Working with notesNotes and Attachments.
• View Customer Details 
  Opens the Customer Hub with the customer/location highlighted.  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.  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.