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 -  You can filter the list of technicians by typing the first few letters of their first or last name.

   • 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. Select Save.

Icons on This Page

Icon	Description

Icon	Description
Open	Save
Open	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 with a pencil in the bottom right corner.
	View/add Attachment - See Working With Notes and Attachments.
	View Related Appointments - To view the related by appointments by the Group ID, select the drop-down next to the Related Appointments icon and then select  By Group ID. See Working With Related Appointments and/or Resource Activities.

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.

  • ARRIVED

  • COMPLETE- See Completing Appointments.

  • DISPATCHED

  • IN ROUTE

  • OPEN

  • PAGED

  • RE-ASSIGN

  • RECEIVED

  • UNASSIGNED

• 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 Creating Additional Appointments.

• Add New Appointment Note
  Adds a note to the appointment. See Working With Notes and Attachments.

• View Customer Details 
  Opens the Customer Hub with the customer/location highlighted.  Select the row to expand the row content. See Using the Customer Hub.

• View Location Details 
  Opens the Customer Hub with the customer/location highlighted.  Select the row to expand the row content. See Using the Customer Hub.

• View Bill To Location Details
  Opens the Customer Hub with the customer/bill to location highlighted.  This option displays if the Bill To Location is different than the Service Location. Select the row to expand the row content. See Using the Customer Hub.