You can view the open appointments for the customer location.

Viewing open appointments

1. To view the open appointment(s) for a customer, choose a customer in the Customer Hub.
2. In the details section of the Customer Hub, choose the Open Appointments tab.
3. Right-click a Service Call appointment and then choose from the following: 
   • Add Note - Opens the Service Call note window. See Working with notes and attachments.
   • View Note - Opens the Notes/Attachments window. See Working with notes and attachment. (Displays if a note exists.)
   • Open Service Call - Opens the Service Call window on the Schedule tab. See View or edit the service call.
   • Open Appointment - Opens the Service Appointment window on the Schedule tab. See View or edit service appointment details.
   • 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.
4. Right-click a Job appointment and then choose from the following:
   • Add Note - Opens the Job Appointment note window. See Working with notes and attachments.
   • View Note - Opens the Notes/Attachments window. See Working with notes and attachments. (Displays if a note exists.)
   • View Job Details - Opens a display-only view of the job details with tabs for the cost codes and subcontractors.
   • Open Appointment - Opens the Job Appointment window. See View or edit job appointment details.
   • 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.

Filtering and sorting data

• Group - To group the display by a column, select a column header and drag this to the area labeled Drag a column header to the group location to group the results by that column located to the top left of the columns.
• Sort order - Select the column header to change the sort order. A small triangle points to indicate if the sorting is ascending (A-Z) or descending (Z-A). Hold the Shift key when selecting headers to sort against multiple columns simultaneously.
• Filter - Select the lookup  to choose a filter type (contains, does not contain, starts with, ends with, equals, does not equal) and enter the value in the field to the right of the lookup.
• Column Order - Drag the column headers to the left or right to change the column order. 
• Scrolling - A horizontal scrollbar is hidden until you hover with your mouse at the bottom of the grid. When the horizontal scrollbar displays, you can drag the bar to view more columns. A vertical scrollbar is automatically displayed.

Buttons on this window

Available data columns

The default columns that display are:

• Notes - Displays  if the note is empty or  if a note is attached.
• Type
• Workorder/Job
• Appointment
• Cost Code
• Start Time
• Appt Status
• Resource name
• Estimate Hours
• Actual Hours
• Job Name

You can add the following column:

• Completion Date