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Important: If you intend to use Job Appointments and you also use TimeZone views in Service Management, your users must use the Signature Alternate Dynamics versions of the Customer Maintenance, Customer Address Maintenance, and Customer Class setup windows. These windows contain information that is specifically used by Signature during the appointment scheduling process.

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 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.
  • 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.

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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