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Note

Important: If you intend to use Job Appointments and you also use TimeZone views in Service Management, your users must use the Signature Alternate Dynamics versions of the Customer Maintenance, Customer Address Maintenance, and Customer Class setup windows. These windows contain information that is specifically used by Signature during the appointment scheduling process.

Table of Contents
Child pages (Children Display)

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  • Set Status - Set or update the appointment status.
  • 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 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 unassigned appointments.
  • View Job Details - Opens a display-only view of the job details with tabs for the cost codes and subcontractors.
  • Appointment Wizard - Opens the appointment wizard. See Using the appointment wizard for more information.
  • Create New Appointment - Opens the New Appointment/Activity window to create a new appointment based on the current appointment. See Create additional appointments.
  • Add New Appointment Note - Adds a note to the appointment. See Working with notes.
  • View Customer Details - Opens the Customer Hub with the customer/location highlighted and the information displayed in the details section. See Using the Customer Hub for more information.
  • View Location Details - Opens the Customer Hub with the customer/location highlighted and the information displayed in the details section. See Using the Customer Hub for more information.

Context-sensitive options for technician appointments on the Schedule Board

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

  • Set Status - Set or update the appointment status.
  • 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 unassigned appointments.
  • Appointment Wizard - Opens the appointment wizard. See Using the appointment wizard for more information.
  • New Appointment - Opens the New Appointment/Activity window to create a new appointment based on the current appointment. See Create additional appointments.

Context-sensitive options for technicians on the Schedule Board

Right-click on a technician name to the left of the Schedule board to access the following options:

  • New Resource Activity - Opens the Resource Activity window. See Create a resource activity for more information.
  • Appointment Wizard - Opens the appointment wizard. See Using the appointment wizard for more information.
  • Print Resource Schedule
    • Schedule Resource Report
    • Report Wizard
  • Unschedule All - This option will unschedule all appointments scheduled for this technician.
  • Unassign All - This option will unassign all appointments assigned to this technician.