Edit a Job Appointment

You can change only the estimated hours and the description of the job appointment in MobileTech.

1. To edit an existing job appointment, you can access the appointment from one of the following methods:

   • From the home screen, select Jobs. Select the job and then select View Appts to view the appointments for the job.

   • From the home screen, select Appointments to view all appointments on the device.

2. If MobileTech is set up to use time logs, you can easily see which appointments you're timed into. A clock icon is displayed next to these appointments.
   Select a job appointment and select More to display the job details.

3. View the information in these fields. You can also edit the Estimate Hours and Description fields.

   • Job Number: The job number the appointment is for.

   • Location: The location for the job appointment that was set up for the job in Job Cost. To add a note about the location or to view existing notes, select the location. In the Location pane, select the Notes tab.

   • Customer Name: The name of the customer the job appointment is assigned.

   • Job Description: The description of the job that was set up in Job Cost.

   • Address: The address for the appointment.

   • City: The city for the appointment.

   • Start Date: The starting date for the appointment that was set up in Job Cost. The appointment time is displayed to the right of the date.

   • Appointment: The appointment number for the job that was set up in Job Cost.

   • Estimate Hours: The estimated number of hours that the appointment will take. This value is set up in Job Cost, but you can change it before the job is posted.

   • Description: Enter or change the description to help identify the job.

   • Cost Code: The cost code for the job appointment that was set up in Job Cost.

4. If a note has been added to the job appointment from the back office or if a job resolution note has been added, the Notes tab displays in the bottom right of the Job Detail window. Select the Note tab and then select the note to view as read-only.

5. Depending on the MobileTech setup, you can select the Change Order tab to view or edit change orders for the job or select the New icon to create a change order. Enter a description and an amount for the change order. The change order number is a temporary value until you sync your device with the host system. See Enter and Edit Change Orders for Jobs for more information.

6. Select the Save icon.