You can view job appointments in the appointments list. Job appointments are set up in the Appointments window in Signature Job Cost and some information can be changed in MobileTech. Depending on your company's setup, you may need to complete a Job Safety Analysis.
To work with an existing appointment, select the appointment and select More. Use these tabs to view additional information.
Icon | Description |
---|
| Appointments Displays a list of appointments associated with the service call.
|
| Change Orders You can enter change orders that apply to a job, and you can also assign specific cost codes to individual change orders. |
| Map If your device supports mapping and a valid latitude/longitude or location address is entered in Service Management, use this tab to see the mapped location of an appointment. View the location on a map.
|
| Notes View notes that are associated with a job appointment including appointment, change order, cost code, and job notes. Depending on the MobileTech setup, you might not be able to change an existing note.
|
| Attachments You can add attachments, such as documents and images, to service calls, service and/or job appointments, equipment, and tasks in Service Management. The attachments will be available to view and change from the attachments list for a service call, appointment, or task in MobileTech. |
| Related Select to view a list of other technicians scheduled for the same job. After accessing this view, select the Redisplay icon. The list displays only the appointments in the selected date range. The default date range is +/- 1 day. You can select any date range, however, be aware the larger the range the longer it may take to retrieve the data. You can see the appointment status, technician name, appointment date/time, appointment description, and completion date. The list of appointments can be sorted by start date or appointment and/or the list can be filtered. This option requires internet access. |
Editing a Job Appointment