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View or edit service appointment details

View or edit service appointment details

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 information the appointment information. Additional fields may display depending on Schedule settings.
    • Customer Name
    • Location Name
    • Service Call - Display only
    • Appointment - Display only
    • Description
    • Status
    • Resource
    • Start Date
    • Estimated Hours
    • Skill Level
    • Priority
    • Completion Date - Display only
    • Actual Hours - Display only
  3. You can also choose these icons to view additional information.
    •  - Service Call Time Stamps
    •  - Appointment history
    •  - Service Call Tasks
    •  - Add a Note. See Working with notes.

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

    •  - Related appointments
    •  - Service Call Quick Print
    •  - Notify Customer
  4. Choose Save.