Appointments

Appointments schedule resources against service calls.

What You Can Do

• Create and update appointments with dates and resources.

• Log time entries, notes, and task checklists from the appointment detail.

• Apply task templates and optionally add template estimates to the appointment estimate.

Create an Appointment

Use an appointment to schedule a technician or resource against a service call and capture the planned or completed visit details.

To create an appointment:

1. Open Appointments and select New Appointment, or open a service call and select New Appointment from the Appointments tab.

2. Complete the following fields:

   • Appointment Number (Auto-generated): This number is created when you save the appointment.

   • Service Call (Required): Select the service call the appointment belongs to.

   • Resource (Required): Select the technician or resource assigned to the appointment.

   • Appointment Status (Required): Select the current status for the visit.

3. Enter the appointment date and time details.

   • Start Time (Required): Enter the planned start date and time.

   • End Time (Required when Appointment Status is Complete): Enter the actual end date and time when the appointment is complete. This field is automatically filled if you enter information in the Estimated Duration field.

   • Duration (minutes) (Required when Appointment Status is Complete): Enter the actual duration for the completed appointment. The value must be 0 or greater.

   • Estimated Duration (minutes) (Required unless Appointment Status is Complete): Enter the planned duration while the appointment is still being scheduled or worked. The value must be 0 or greater.

3. Complete any additional appointment fields shown by your company.

   • Custom Fields (Optional unless your company requires them): Enter any additional appointment details configured for your organization.

4. Select Save to create the appointment.