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Depending on the Appointment Auto Reload setting under Global Options, you may need to choose the Refresh button at the top right of the Scheduling view to see your changes. |
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Setting up schedule colors
In Schedule, choose the Menu icon menu icon and then choose Settings.
Under Company Options, in the Schedule Configuration section, you can set up custom colors for the background of the work order on the schedule as well as the small square icon within that service call that indicates a property that you define. See [ Setting up custom colors .
Status Background Colors: This is the color of the service call as displayed on the schedule and in the unscheduled list.
Work Order Icon Colors: The service call icon displays within the service call as displayed on the schedule as well as in the unscheduled list. Choose one of the following properties to indicate what information your dispatchers need to know at a glance. After choosing the property, a list of options displays related to that property.
Use Work Order Type
Use Work Order Problem
Use Division
Use Service Area
- Choose Save.
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In the Service Call & Appointment Form Fields section, you can choose the fields to hide/display when you open the service call, service appointment, job appointment, and/or resource appointment. Each service call or appointment has required fields that cannot be unchecked.
- In Schedule, choose the Menu icon menu icon and then choose General Settings.
- In Company Options under Service Call & Appointment Form Fields, choose to hide/display fields from the following tabs:
- Service Call Fields
- Service Appointment Fields
- Job Appointment Fields
- Resource Appointment Fields
- Choose Save at the bottom of each tabbed window.