Mobile Appointments

Use the Appointments tab to review assigned appointments and open the current workflow for a selected visit.

Find and Open Appointments

2. Open Appointments.

3. Use the available date-range or status filtering for your configured offline sync range.

• • Tap Today, Week, or All to change the appointment date range shown in the list.

  • Use All statuses to narrow the list to one appointment status when needed.

2. Use the start-time sort action to change the appointment order.

3. Use Search appointments to find a row by service call number, appointment number, service call name, customer, location, appointment status, or appointment substatus.

4. Select the refresh icon immediately to the right of the start-time sort action when you need a manual appointment refresh.

5. Wait for the loading mask to clear. Existing appointment rows remain visible during the refresh.

Open an Appointment

1.  Select the appointment row.

2. Review the appointment header and the workflow steps assigned to the appointment.

3. If the workflow was changed while the appointment was open and a Workflow Updated message appears, return to the appointment list.

4. Reopen the appointment from the list to use the updated workflow definition.

Open Directions

1. Open the appointment workflow.

2. Select Navigate To in the workflow header.

3. Allow the device to open its supported map experience.

4. If a message reports that a destination cannot be opened, verify that the appointment location has a usable address or coordinates and try again.