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The Schedule Board and Customer Hub allows you to right-click on job/service appointments, resource activities, and resources, to access menus with common tasks that you may need to do. If you do not have access to an appointment type, you will not see this information.

Action

Appointment Type

Set Status: Set or update the appointment or activity status.

  • Job appointment
  • Service appointment
  • Resource activity

Unschedule Appointment: The appointment time is set to 12:00 AM. The appointment is moved from the schedule board to the Unscheduled Appointments section.

  • Job appointment
  • Service appointment
  • Resource activity

Unassign Appointment : The Resource field is updated to UNASSIGNED. The appointment is moved from the schedule board to the Unscheduled Appointments section.

  • Job appointment
  • Service appointment

View Job Details : Opens a display-only view of the job details with tabs for the cost codes and subcontractors.

  • Job appointment

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.

  • Service appointment

Quick Print : Opens the Work Order SRS report with the service call details displayed.

  • Service appointment

Print Service Call: Provides the opportunity to print service call information.

  • Service appointment

Appointment Wizard : Opens the appointment wizard.

  • Job appointment
  • Service appointment
  • Resource activity
  • Resource

Create New Appointment : Opens the New Appointment/Activity window to create a new appointment based on the current appointment.

  • Job appointment
  • Service appointment
  • Resource activity

Add New Appointment Note : Adds a note to the service appointment.

  • Job appointment
  • Service appointment

View Customer Details: Opens the Customer Hub with the customer/location highlighted and the information displayed in the details section.

  • Job appointment
  • Service appointment

View Location Details : Opens the Customer Hub with the customer/location highlighted and the information displayed in the details section.

  • Job appointment
  • Service appointment

New Resource Activity : Opens the New Resource Activity window with resource information in the Resource field.

  • Resource

Print Resource Schedule

  • Schedule Resource Report : Prints the technician's schedule for the day.
  • Report WizardOpens the Resource Schedule Report wizard. You can choose the report to print, a date range, who the report is run for, as well as for which technician(s).
  • Resource

Unschedule All : Unschedules all appointments for the resource. The time is set to 12:00 AM. Appointments move from the schedule board to the Unscheduled Appointments list.

  • Resource

Unassign All : Unassigns all appointments for the resource. The resource is set to UNASSIGNED. Appointments move from the schedule board to the Unscheduled Appointments list.

  • Resource
  • No labels