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Context-sensitive options for service appointments on the Schedule Board

Right-click on a service appointment 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. 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.
  • 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.

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.

See also:

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