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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.

    		Save

    		Cancel

    		Delete Appointment

    		View Service Call

    		View Service Call Time Stamps

    		View Appointment History

    		View Service Call Tasks

    View/add Appointment Notes
    See Working with notes.

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

    		View Related Appointments

    		Notify Customers

    		Work Order Quick Print
  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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