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Working with Appointments and Service Calls
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Working with Appointments and Service Calls

Owned by Documentation Reviewer
Last updated: May 28, 2024 by Kimberly OnnenVersion comment



IMPORTANT

  • If the Service Call and Appointment windows are not displaying the fields that you need to create the service call and/or appointment compared to using Signature Service Management, ask your System Administrator to review the page display settings. For more information, see Displaying Service Call, Appointment, & Equipment Form Fields.
  • If you intend to use Job Appointments and you also use TimeZone views in Service Management, your users must use the Signature Alternate Dynamics versions of the Customer Maintenance, Customer Address Maintenance, and Customer Class setup windows. These windows contain information that is specifically used by Signature during the appointment scheduling process.


A billable service call cannot be created if the customer or location is marked as inactive in Signature. However, if the inactive location is associated with a maintenance contract, you will be able to create a maintenance contract (MC) service call.