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

  1. Double-click the job 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 information about the location of the appointment.
  3. In the Job Details area, you can view and change additional information in most of the fields. Additional fields may display depending on Schedule settings.
    • Customer Name
    • Location Name - Billing address
    • 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
  4. You can also choose these buttons to complete other tasks.
    •  - Appointment history

    •  - Add a Note. See Working with notes.

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

    •  - Related appointments
  5. Choose Save.

Context-sensitive options for job appointments on the Schedule Board

Right-click on a job 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.
  • 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.
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