You can view the open appointments for the customer location. See Filtering and sorting data for information.
The default columns that display are:
- Notes - Displays
if the note is empty or 
if a note is attached. - Type
- Workorder/Job
- Appointment
- Cost Code
- Start Time
- Appt Status
- Resource name
- Estimate Hours
- Actual Hours
- Job Name
Viewing open appointments
- To view the open appointment(s) for a customer, choose a customer in the Customer Hub.
- In the details section of the Customer Hub, choose the Open Appointments tab.
- Right-click a Service Call appointment and then choose from the following:
- Add Note - Opens the Service Call note window. See Working with notes and attachments.
- Open Service Call - Opens the Service Call window on the Schedule tab. See View or edit the service call.
- Open Appointment - Opens the Service Appointment window on the Schedule tab. See View or edit service appointment details.
- 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.
- Right-click a Job appointment and then choose from the following:
- Add Note - Opens the Job Appointment note window. See Working with notes and attachments.
- View Job Details - Opens a display-only view of the job details with tabs for the cost codes and subcontractors.
- Open Appointment - Opens the Job Appointment window. See View or edit job appointment details.
- 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.