You can view the open appointments for the customer location. For additional information on the context menus, see Working with Notes and Attachments, Viewing/Editing Service Appointment Details, Viewing/Editing Job Appointment Details, Viewing/Editing the Service Call, or Unscheduled or Unassigned Appointments.

Viewing Open Appointments

To view the open appointment(s) for a customer, select a customer in the Customer Hub.
In the details section of the Customer Hub, select the Open Appointments tab.
In this tab view, you can:
- Double-click an appointment to open the appointment on the Schedule Board.
- Right-click a Service Call appointment and then select from the following:
- - Add Note - Opens the Service Call note window.
  - View Note - Opens the Notes/Attachments window. (Displays if a note exists.)
  - Open Service Call - Opens the Service Call window on the Schedule tab.
  - Open Appointment - Opens the Service Appointment window on the Schedule tab.
  - Unschedule Appointment - The appointment time is set to 12:00 AM. The appointment is moved from the schedule board to the Unscheduled Appointments section.
  - Unassign Appointment - The Resource field is updated to UNASSIGNED. The appointment is moved from the schedule board to the Unscheduled Appointments section.
- Right-click a Job appointment and then select from the following:
- - Add Note - Opens the Job Appointment note window.
  - View Note - Opens the Notes/Attachments window. (Displays if a note exists.)
  - View Job Details - Opens a display-only view of the job details with tabs for the cost codes and subcontractors.
  - Open Appointment - Opens the Job Appointment window.
  - Unschedule Appointment - The appointment time is set to 12:00 AM. The appointment is moved from the schedule board to the Unscheduled Appointments section.
  - Unassign Appointment - The Resource field is updated to UNASSIGNED. The appointment is moved from the schedule board to the Unscheduled Appointments section.

Available Data Columns

The default columns that display are:

Notes
Type
Workorder/Job
Appointment
Cost Code
Start Time
Appt Status
Resource name
Estimate Hours
Actual Hours
Job Name

You can add the following column:

Completion Date