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You can easily view and change the details of a job appointment, also called a job activity.

  1. Double-click the job appointment  to view or change the appointment. This can be a scheduled appointment or an unassigned appointment. 

  2. The Job Appointment Details window displays. You can view and change the appointment information. Additional fields may display depending on Schedule settings.
    • Job - Display only
    • Appointment - Display only
    • Description
    • Cost Code
    • Status
    • Resource
    • Start Date
    • Estimated Hours
    • Priority
    • Completion Date - Can be edited if the appointment status is set to completed.
    • Actual Hours
    • Service_User_Define_1
    • Service_User_Define_2
    • Service_User_Define_3
    • Service_User_Define_7
    • Customer Name
    • Location Name - Billing address

  3. You can also choose these buttons to complete other tasks.

    		Save

    		Cancel

    		Delete Appointment

    		View Job

    		View Appointment History - See Viewing appointment history

    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.

    		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.
  4. Choose Save.

Context-sensitive options for job appointments on the Schedule Board

Right-click on a job appointment on the Schedule Board 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.
  • View Job Details
    Opens a display-only view of the job details with tabs for the cost codes and subcontractors.
  • Appointment Wizard
    Opens the appointment wizard. See Using the appointment wizard for more information.
  • Create New Appointment
    Opens the New Appointment/Activity window to create a new appointment based on the current appointment. See Create 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 for more information.
  • 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 for more information.
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