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1. Double-click the job 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 -  You can filter the list of technicians by typing the first few letters of their first or last name.

   • 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. Select Save.

Icons on This Page

Icon	Description
	Save
	Cancel
	Delete Appointment
	View Job
	View Appointment History - See Viewing Appointment History
	View/add Appointment Notes - See Working With Notes and Attachments. Note If a note exists for this appointment, this icon displays with a pencil in the bottom right corner.
	View/add Attachment - See Working With Notes and Attachments.
	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.

Context-Sensitive Options for Job Appointments on the Schedule Board

Right-click on a job appointment on the Schedule Board to access the following options:

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