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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. to set up GP Customers and Addresses/Locations.  Failure to use the Alternate Customer Maintenance window will result in job appointments not being properly displayed in Schedule.


Table of Contents

Scheduling one appointment at a time

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  1. Choose Cards > Job Cost > Job.
  2. Choose a Job.
  3. Choose a labor cost code, then choose the Activities button to open the Service Management Appointment Wizard.Some fields will be filled in with Job Cost information.
  4. Complete the following fields, as necessary.
    • Create Appointments for
      Choose to create the job appointment for all technicians, a single technician, a technician team, or a service area. Your selection determines the fields that are enabled.
    • Technician ID / Team / Service Area
      • If you are creating an appointment for a technician, complete the Technician ID field.
      • If you are creating an appointment for a technician team, complete the Team field.
      • If you are creating an appointment for all technicians in a service area, complete the Service Area field.
    • Appointment Type
      Leave this field as Job to create a job appointment. You can also create an activity appointment by choosing Activity from the drop-down list. Activity appointments are non-service call or non-job related activities such as vacation, meetings, or training.
    • Activity ID
      This field is disabled unless you change the Appointment Type to Activity.
    • Job Number
      The job number comes from the Job Maintenance window. You can enter a different job. You cannot enter closed or inactive jobs.
    • Cost Code
      Enter a cost code for the job. The cost code must have a cost element type of Labor.
    • Description
      Enter a description that conveys the purpose or other details of the appointment.
    • Start Date, End Date, Starting Time, Estimated Hours
      Enter start and end dates and the start time and estimated hours. If the Appointment Wizard was accessed from Job Cost, the start date and end date from the job cost code will default.
    • Days Between Appointments
      Enter the number of days between appointments.
    • Skip
      Mark the appropriate check boxes checkboxes to skip Saturdays or Sundays.
  5. Choose Create. If a schedule conflict occurs, a message appears indicating the number of appointments that were left unscheduled.

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