You can easily view and edit the details of a service appointment.

1. Double-click the service appointment. This can be a scheduled or unassigned appointment. 

2. The Service Appointment Details window displays. You can view and change the appointment information. Additional fields may display depending on Schedule settings.

   • Service Call - Display only

   • Appointment - Display only

   • Description

   • Status

   • Resource - 

...

1. •  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 - Display only

   • Customer Name

   • Location Name

2. Select Save.

Icons on This Page

Icon	Description
Image Modified	Save
Image Modified	Cancel
Image Modified	Delete Appointment - This button displays if the service call has more than one appointment. Schedule requires that a service call has at least one appointment.
Image Modified	View Service Call - See Viewing/Editing the Service Call.
Image Modified	View Service Call Time Stamps - See Viewing Service Call Timestamps.
Image Modified	View Appointment History - See Viewing Appointment History.
Image Modified	View Service Call Tasks - See Viewing Service Call Tasks.
Image Modified	View/add Appointment Notes - See Working With Notes and Attachments. If a note exists for this appointment, this icon is displayed with a pencil in the lower right corner.
Image Modified	View/add Attachment - See Working With Notes and Attachments.
Image Modified	Notify Customers - See Notifying Customers via Email.
Image Modified	View Related Appointments - To view the related 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.
Image Modified	Work Order Quick Print

Context-Sensitive Options for Service Appointments on the Schedule Board

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

• Set Status
  Set or update the appointment status.

  • ARRIVED

  • COMPLETE- See Completing Appointments.

  • DISPATCHED

  • IN ROUTE

  • OPEN

  • PAGED

  • RE-ASSIGN

  • RECEIVED

  • UNASSIGNED

• 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.

• Open Service Call
  Opens a window populated with the service call information. If a piece of equipment needs to be added, you can do so here.

• Notify Customer
  Sends the customer an email. See Notifying Customers via Email.

• Quick Print
  Opens the Work Order SRS report with the service call details displayed.

• Print Service Call
  Prints the service call information. 

• New Service Call - <customer>-<location>
  Opens the New Service Call window with the Customer Number, Customer Name, Location Name, Division, Bill Customer Name, and the Bill Address Code defaulting from the service appointment. You can also access this by right-clicking on a Customer/location from the Customer Hub.

• Appointment Wizard
  Opens the appointment wizard. See Using the Appointment Wizard.

• Create New Appointment
  Opens the New Appointment/Activity window to create a new appointment based on the current appointment. See Creating Additional Appointments.

• Add New Appointment Note
  Adds a note to the appointment. See Working With Notes and Attachments.

• View Customer Details
  Opens the Customer Hub with the customer/location highlighted.  Select the row to expand the row content. See Using the Customer Hub.

• View Location Details
  Opens the Customer Hub with the customer/location highlighted.  Select the row to expand the row content. See Using the Customer Hub.

• View Bill To Location Details
  Opens the Customer Hub with the customer/bill to location highlighted.  This option displays if the Bill To Location is different than the Service Location. Select the row to expand the row content. See Using the Customer Hub.