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- Select Cards > Job Cost > Job.
- Select a Job.
- Select the Appointments button. The Appointments window opens.
- Complete the following fields, as necessary.
- Appointment Description
Enter a description that conveys the purpose or other details of the appointment. - Note
Select the note icon to attach a note to the job appointment. See Creating a job appointment note for more information. - Attachment
Select the paperclip icon to add an attachment to the job appointment. See Setting up and Using Document Management in Job Cost or Advanced Document Management in JC. - Technician ID
Select the technician assigned to this appointment. You can use the technician schedules button to view technicians' availability or use the best technician button next to the Technician ID field if you want the system to select the next available, qualified technician for an appointment. This feature is optional. - Date
The date that the appointment is scheduled to be performed. - Estimated Hours
Enter an estimate for completing the appointment. The number of hours cannot exceed 24. If you want the system to figure out the technician's next available time slot for the appointment, select the next available button, next to the Date field. This feature is optional. Starting Time
Enter the time the appointment is scheduled to be performed. The time entered determines where the appointment displays in the Technician Board – Daily View window. If you do not enter a starting time, the appointment will not display in the Technician Board – Daily View window.Note A 12:00 a.m. time entry is the equivalent of zero. We recommend you do not have the starting time or ending time set to 12:00 a.m.
- Appointment Status
Default is the default status. You can change the status as necessary. Closed is not an available appointment status. - Completion Date
If you change the appointment status to Complete, enter a completion date.
- Appointment Description
- Select Save to add the appointment to the scrolling window.
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