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Create or change an appointment
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Create or change an appointment

Owned by Kimberly Onnen
Feb 28, 2024
2 min read

An appointment that you create from your mobile client device is pending until it's synced to the host system and the appointment ID is generated. You later can change some of the information on an appointment.

Create an appointment

  1. Choose Service Calls. Select a service call and choose New Appt.

  2. Enter information in these fields, as needed.

Field

Description

*Service Call

The default service call ID. You can't change this value.

Assign To Me

Mark this option if the appointment should be assigned to you. Your name will be displayed in the Technician field after the appointment is saved. If you don't mark this option, the status is UNASSIGNED, and the appointment is assigned to a technician in Service Management.

Appointment

The appointment number that is generated automatically. You can't change this value.

Start Date

Select the date and time of the appointment.

Estimate Hours

Enter the estimated number of hours for the appointment.

Description

Enter a description to help identify the appointment.

Status

The status of the appointment.

Note: If the Time Log Status Update setting is enabled, the appointment status will be automatically set when you time into the appointment. Additionally, if the status is manually updated, you will be timed into the appointment.

Technician

The name of the technician that the appointment is assigned to.

*Required field

  1. If you use mapping on your device, choose the Map tab to see the mapped location of the appointment.

  2. Choose the Save icon. The appointment appears as a pending appointment on the Appointments tab for the service call.

  3. When you're ready to send the pending appointment to the host and complete the appointment creation process, choose the Sync icon.

    Note: The date range that is created by the starting and ending sync dates must include the starting date of the appointment in order to successfully sync and create the appointment.

Create an appointment when completing a job appointment

Complete the job appointment. Prior to the final Complete Appointment, you will see the option to create a new appointment.

Related topics

Complete a job safety audit
Complete an appointment

Change an appointment

You can change these appointment details:

  • Start date

  • Estimate hours

  • Description

  • Status

Note: If the Time Log Status Update setting is enabled, the appointment status will be automatically set when you time into the appointment. Additionally, if the status is manually updated, you will be timed into the appointment.

If you use job safety tasks, the Job Safety tab might open after you change the appointment status.