Create a Job Appointment

You can create a new job appointment in one of three ways:

• When completing a job appointment.

• From the job list.

• From the appointment list.

The ability to create a new job appointment depends on your company’s settings. See Job Settings.

Create an Appointment When Completing a Job Appointment

Complete the job appointment. Before the final Complete Appointment, you will see the option to create a new appointment.

Create an Appointment From the Job List or Appointment List

1. To create an appointment from the job list or appointment list, from the home screen:

   • Select Jobs. Select a job and select New Appt.

   • Select Appointments. Click the Add button.

2. Enter information in these fields, as needed. (*Required field)

   • *Job: The default service call ID. You can't change this value.

   • Assign To Me: This option defaults to active. Mark this option if the appointment should be assigned to you. Your name will be displayed in the Technician field after the appointment is saved. If you unmark this option, the status is UNASSIGNED, and the appointment is assigned to a technician in Signature.

   • Cost Code: Select the cost code for the job.

   • Appointment: The appointment number is generated automatically. You can't change this value.

   • Estimate Hours: Enter the estimated number of hours for the appointment.

   • Description: Enter a description to help identify the appointment. If the appointment description exceeds 50 characters, a note is created that contains the entire description.

   • Is Internal: Mark if the description note should be internal only and won't display on customer reports. If the checkbox is unmarked, the note will display on customer reports.

   • Status: The status of the appointment. If the Time Log Status Update setting is enabled, the appointment status will be automatically set when you time into the appointment. If the status is manually updated, you will be timed into the appointment.

   • Technician: The name of the technician that the appointment is assigned to.

3. To see the mapped location of the appointment, select the Map tab. (If you use mapping on your device.)

4. Select the Save icon. The appointment appears as a pending appointment on the Appointments tab for the job.

5. When you're ready to send the pending appointment to the host and complete the appointment creation process, select the Sync icon.