...
Select New Service Call (or select Service Calls and then select the New icon).
- Complete the service call fields as described here: Create or Edit a Service Call.
Enter information in the New Appointment section.
Excerpt Field Description Start Date
Select the date and time of the appointment.
Estimate Hours
Enter the estimated number of hours for the appointment.
Description
Enter a description to help identify the appointment.
Status
The status of the appointment.
- If AutoStatusUpdate is set, this will be the status that defaults in this field. See Mobile Device Global Settings.
- If TimeLogStatusUpdate is set, while this status is available in the status list, when selected, technicians will be prompted to synchronize their device. This status can only be selected when the technician is ready to time into the appointment, not when creating the appointment. See Time Log Settings.
- Select the Save icon. The appointment appears as a pending appointment on the Appointments tab for the service call.
When you're ready to send the pending appointment to the host and complete the appointment creation process, select the Sync icon.
...
Complete the job appointment. Before the final Complete Appointment, you will see the option to create a new appointment.
...
Related topics
| Anchor | ||||
|---|---|---|---|---|
|
...
To have an appointment reassigned to a different technician by your dispatcher, change the Status of the appointment to RE-ASSIGN. This removes the appointment from your device. Your dispatcher will see that you are currently assigned to this appointment and will reassign the appointment to a different technician.
| Scroll ignore |
|---|
Related topics |