Page Comparison

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

1. Double-click the service service appointment  appointment. This can be a scheduled or unassigned appointment. 
2. The Service Appointment Details window displays. You can view and change the information the appointment information. Additional fields may display depending on Schedule settings.
   • Customer Name
   • Location Name
   • Service Call - Display only
   • Appointment - Display only
   • Description
   • Status
   • Resource
   • Start Date
   • Estimated HoursSkill Level
   • Priority
   • Completion Date - Display onlyActual Hours - Display only
   • Customer Name
   • Location Name

3. You can also choose these icons to view additional information.

   	Save
   	Cancel
   	Delete Appointment
   	View Service Call - See View or edit Viewing/editing the service call.
   	View Service Call Time Stamps - See Viewing service call timestamps.
   	View Appointment History - See View Viewing appointment history.
   	View Service Call Tasks - See Viewing service call tasks.
   	View/add Appointment Notes - See See Working with notes and attachments . Infonote If a note exists for this appointment, this icon displays as Image Modified .
   Image RemovedImage Added	View Related Appointments/add Attachment - See Working with notes and attachments.
   	Notify Customers - See Notifying customers via email.
   Image Added	View Related Appointments - To view the related by appointments by the Group ID, choose the drop-down next to the Related Appointments icon and then choose By Group ID. See Working with related appointments and/or resource activities.
   	Work Order Quick Print

   
   

   
   

4. Choose Save.

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.
  • ArrivedARRIVED
  • ClosedCLOSED
  • Complete COMPLETE- See Completing appointments.
  • DispatchedDISPATCHED
  • In RouteIN ROUTE
  • OpenOPEN
  • PagedPAGED
  • ReRE-assignedASSIGN
  • ReceivedRECEIVED
  • Unassigned 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 wizardAppointment Wizard.
• Create New Appointment
  Opens the New Appointment/Activity window to create a new appointment based on the current appointment. See Create Creating 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.
• 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.