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Working With Appointments and Service Calls
Working With Appointments and Service Calls
- Kimberly Onnen
Owned by Kimberly Onnen
- Using the Appointment Wizard
- Making Appointment Changes on the Schedule Board
- Working With Job Appointment Details
- Working With Service Appointment Details
- Creating a Service Call
- Viewing/Editing the Service Call
- Viewing Service Call Timestamps
- Viewing Appointment History
- Viewing Service Call Tasks
- Notifying Customers via Email
- Creating Additional Appointments
- Completing Appointments
- Unscheduled or Unassigned Appointments
- Using the Date/Time Picker
- Working With Related Appointments and/or Resource Activities
- Processing Service Requests from Building Optimization Broker