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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. See Working with notes.

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

    •  - Related appointments
    •  - Service Call Quick Print
    •  - Notify Customer
  4. Choose Save.

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.
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