...
- Double-click the service
appointment. This can be a scheduled or unassigned appointment. - The Service Appointment Details window displays. You can view and change the information the appointment information. Additional fields may display depending on Schedule settings.
- Customer Name
- Location Name
- Service Call - Display only
- Appointment - Display only
- Description
- Status
- Resource
- Start Date
- Estimated Hours
- Skill Level
- Priority
- Completion Date - Display only
- Actual Hours - Display only
- You can also choose these icons to view additional information.
- Service Call Time Stamps
- Appointment history
- Service Call Tasks
- Add a Note. See Working with notes.Info If a note exists for this appointment, this icon displays as
.
- Related appointments
- Service Call Quick Print
- Notify Customer
- Choose Save.
Context-sensitive options for service 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
...
- .