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Using the Schedule Board
Using the Schedule Board
- Documentation Reviewer
- Kimberly Onnen
Owned by Documentation Reviewer
With Schedule, changes made to appointments and service calls update Signature immediately. When you have made changes to appointment details, within Service Management or Job Cost, or with settings, you may need to refresh the schedule board to see these updates. A reload occurs in these scenarios:
- Automatically, as defined by the interval in the Automatic Reload section of the Global Options window in General Setup.
- Manually, when you choose the Refresh Appointments icon or use the keyboard key combination Ctrl + F5.
IMPORTANT: If the Service Call and Appointment windows are not displaying the fields that you need to create the service call and/or appointment compared to using Signature Service Management, ask your System Administrator to review the page display settings. For more information, see Setting up Service Call & Appointment Form Fields to Display.
Working with data
See also:
- Double-booking and Appointment Conflicts
- Changing the Schedule Board View
- Changing Companies
- Working with Appointments and Service calls
- Working with Resources
- Viewing Reports
- Working with Notes and Attachments
- Working with the Job Panel