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Edit Job Appointments

Edit Job Appointments

You can view job appointments in the appointments list. Job appointments are set up in the Appointments window in Signature Job Cost and some information can be changed in MobileTech.

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

  1. Choose Appointments. At the top of the pane, choose the Job Appointments or All Appointments filter.
    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.
  2. Select a job appointment and choose More to display the job details.
  3. View the information in these fields. You can also edit the Estimate Hours and Description fields.

    FieldDescription
    Job NumberThe 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, choose the Notes tab.

    Customer Name

    The name of the customer that the job appointment is assigned to.

    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 displays 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. Choose the Note tab and then choose the note to view as read-only.
  5. Depending on the MobileTech setup, you can choose the Change Order tab to view or edit change orders for the job, or choose 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. Choose the Save icon.