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You can easily view and edit the details of a service appointment.

  1. Double-click the service appointment . This can be a scheduled or unassigned appointment. 
  2. The Service Appointment Details window displays. You can view and change the appointment information. Additional fields may display depending on Schedule settings.
    • Service Call - Display only
    • Appointment - Display only
    • Description
    • Status
    • Resource
    • Start Date
    • Estimated Hours
    • Priority
    • Completion Date - Display only
    • Customer Name
    • Location Name

  3. You can also choose these icons to view additional information.

    		Save

    		Cancel

    		Delete Appointment

    		View Service Call - See Viewing/editing the service call.

    		View Service Call Time Stamps - See Viewing service call timestamps.

    		View Appointment History - See Viewing appointment history.

    		View Service Call Tasks - See Viewing service call tasks.

    View/add Appointment Notes - See Working with notes and attachments.

    If a note exists for this appointment, this icon displays as .

    		View/add Attachment - See Working with notes and attachments.

    		Notify Customers - See Notifying customers via email.

    		View Related Appointments - To view the related by appointments by the Group ID, choose the drop-down next to the Related Appointments icon and then choose By Group ID. See Viewing related appointments.

    		Work Order Quick Print
  4. Choose Save.

Context-sensitive options for service appointments on the Schedule Board

Right-click on a service appointment to access the following options:

  • Set Status
    Set or update the appointment status.
  • Unschedule Appointment
    The appointment time is set to 12:00 AM. The appointment is moved from the schedule board to the Unscheduled Appointments section. See Unscheduled or unassigned appointments.
  • Unassign Appointment
    The Resource field is updated to UNASSIGNED. The appointment is moved from the schedule board to the Unscheduled Appointments section. See Unscheduled or unassigned appointments.
  • Open Service Call
    Opens a window populated with the service call information. If a piece of equipment needs to be added, you can do so here.
  • Notify Customer
    Sends the customer an email. See Notifying customers via email.
  • Quick Print
    Opens the Work Order SRS report with the service call details displayed.
  • Print Service Call
    Prints the service call information. 
  • Appointment Wizard
    Opens the appointment wizard. See Using the appointment wizard.
  • Create New Appointment
    Opens the New Appointment/Activity window to create a new appointment based on the current appointment. See Creating additional appointments.
  • Add New Appointment Note
    Adds a note to the appointment. See Working with notes.
  • View Customer Details
    Opens the Customer Hub with the customer/location highlighted and the information displayed in the details section.  See Using the Customer Hub.
  • View Location Details
    Opens the Customer Hub with the customer/location highlighted and the information displayed in the details section.  See Using the Customer Hub.
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