You can view the open appointments for the customer location.

Viewing

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Open Appointments

1. To view the open appointment(s) for a customer, choose a customer in the Customer Hub.
2. In the details section of the Customer Hub, choose the Open Appointments tab.
3. In this tab view, you can:
   
   • Double-click an appointment to open the appointment on the Schedule Board. See Viewing/Editing Service Appointment Details or Viewing/Editing Job Appointment Details.
   • Right-click a Service Call appointment and then choose from the following: 
   • • Add Note - Opens the Service Call note window. See Working with Notes and Attachments.
     • View Note - Opens the Notes/Attachments window. See Working with Notes and Attachments. (Displays if a note exists.)
     • Open Service Call - Opens the Service Call window on the Schedule tab. See Viewing/Editing the Service Call.
     • Open Appointment - Opens the Service Appointment window on the Schedule tab. See Viewing/Editing Service Appointment Details.
     • 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

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1. • • Unassigned 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

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1. • • Unassigned Appointments.
   • Right-click a Job appointment and then choose from the following:
   • • Add Note - Opens the Job Appointment note window. See Working with Notes and Attachments.
     • View Note - Opens the Notes/Attachments window. See Working with Notes and Attachments. (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. See Viewing/Editing Job Appointment Details.
     • 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

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1. • • Unassigned 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

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1. • • Unassigned Appointments.

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