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 Modified 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 information about the location of the appointment.
3. In the Job Details area, you can view and change additional information in most of the fields. Additional fields may display depending on Schedule settings.
   • Customer Name
   • Location Name - Billing address
   • 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
4. You can also choose these buttons to complete other tasks.
   •  - Appointment history

   •  - Add a Note. See Working with notes.

     Info
     If a note exists for this appointment, this icon displays as .

     
     

   •  - Related appointments
5. Choose Save.

Context-sensitive options for job appointments

Right-click on a service appointment on the schedule board to access the following options:

...

• Arrived
• Closed
• Complete - See Completing appointments.
• Dispatched
• In Route
• Open
• Paged
• Re-assigned
• Received
• Unassigned 

...

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