You can easily view and change the details of a job appointment, also called a job activity.

1. Double-click the job appointment Image Removed to appointment to view or change the appointment. This can be a scheduled appointment or an unassigned appointment. 

2. The Job Appointment Details window displays. You can view and change the appointment information. Additional fields may display depending on Schedule settings.
   
   • Job - Display only
   • Appointment - Display only
   • Description
   • Cost Code
   • Status
   • Resource
   • Start Date
   • Estimated Hours
   • Priority
   • Completion Date - Can be edited if the appointment status is set to completed.
   • Actual Hours
   • Service_User_Define_1
   • Service_User_Define_2
   • Service_User_Define_3
   • Service_User_Define_7
   • Customer Name
   • Location Name - Billing address

3. You can also choose these buttons to complete other tasks.

   Image Modified	Save
   Image Modified	Cancel
   Image Modified	Delete Appointment
   Image Modified	View Job
   Image Modified	View Appointment History - See Viewing appointment history
   Image Modified	View/add Appointment Notes - See Working with notes and attachments.

   note

   If a note exists for this appointment, this icon displays as Image Removed.

   Image Modified	View/add Attachment - See Working with notes and attachments.
   Image Modified	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 .

   
   

4. Choose Save.

Context-sensitive options for job appointments on the Schedule Board

...

• Set Status
  Set or update the appointment status.
  • ARRIVED
  • CLOSED
  • 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.
• View Job Details
  Opens a display-only view of the job details with tabs for the cost codes and subcontractors.
• Appointment Wizard
  Opens the appointment wizard. See Using the appointment wizard for more information.
• Create New Appointment
  Opens the New Appointment/Activity window to create a new appointment based on the current appointment. See Create 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 for more information.
• 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 for more information.