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Making appointment changes on the schedule board

You can change the time of an appointment by clicking and dragging the appointment bar or by changing the start time, estimated hours

Change the time of an appointment for the same day

  1. Choose the appointment, holding the left mouse button down to display a pointing finger .
  2. Move the appointment to the new time. The time change is displayed as you drag the appointment. When you are finished, release the mouse button.

Change the length of an appointment

You can change the length of an appointment by clicking and dragging the beginning or end of the appointment bar.

  1. Hover over the left or right edge of the appointment bar, depending on whether you are changing the start or end time. You should see a double arrow  .
  2. Holding the left mouse button down, drag the appointment left or right. The time change is displayed as you drag the appointment. When you reach the correct appointment length, release the mouse button.

View or edit service appointment details

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

  1. Double-click the service  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 Hours
    • Skill Level
    • Priority
    • Completion Date - Display only
    • Actual Hours - Display only
  3. You can also choose these icons to view additional information.
    • - Service Call Time Stamps
    • - Appointment history
    • - Service Call Tasks
    •  - Add a Note
    • - Related appointments
    •  - Service Call Quick Print
    •  - Notify Customer
  4. Choose Save.

Context-sensitive options for service appointments

Right-click on a service appointment on the schedule board to access the following options:

  • Set Status - Set or update the appointment status.
  • 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. 
  • Appointment Wizard - Opens the appointment wizard. See Using the appointment wizard.
  • 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. 
  • 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.

View or edit the service call

You can easily view the service call from the schedule board.

  1. Right-click the appointment and then choose Open Service Call.
  2. The following fields can be edited:
    • Division
    • Description
    • Service Call Status
    • Equipment - If the service call already has equipment assigned in Service Management, the field in Schedule is display-only. Only equipment that is active for the customer and location can be selected.
    • Caller Name/Email/Phone
  3. You can choose any of these icons to view additional information:
    • - Service Call Time Stamps
    • - Service Call Tasks
    •   - Service Call Notes
    •  - View Attachments
    • - Related appointments
    •  - Notify Customer
  4. Choose Save.
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