Create or Change an Appointment
An appointment that you create from your mobile client device is pending until it's synced to the host system and the appointment ID is generated. You later can change some of the information on an appointment.
Create an Appointment When Creating a New Service Call
Select New Service Call (or select Service Calls and then select the New icon).
Complete the service call fields as described here: Create or Edit a Service Call.
Enter information in the New Appointment section.
Start Date: Select the date and time of the appointment.
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 AutoStatusUpdate is set, this will be the status that defaults in this field. See Mobile Device Global Settings.
If TimeLogStatusUpdate is set, while this status is available in the status list, when selected, technicians will be prompted to synchronize their device. This status can only be selected when the technician is ready to time into the appointment, not when creating the appointment. See Time Log Settings.
Select the Save icon. The appointment appears as a pending appointment on the Appointments tab for the service call.
When you're ready to send the pending appointment to the host and complete the appointment creation process, select the Sync icon.
Create an Appointment from an Existing Service Call
Select Service Calls.
Select a service call and select New Appt.
Enter information in these fields, as needed. (*Required field)
*Service Call: 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 Service Management.
Appointment: The appointment number is generated automatically. You can't change this value.
Start Date: Select the date and time of the appointment.
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. Additionally, 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.
To see the mapped location of the appointment, select the Map tab. (If you use mapping on your device.)
Select the Save icon. The appointment appears as a pending appointment on the Appointments tab for the service call.
When you're ready to send the pending appointment to the host and complete the appointment creation process, select the Sync icon. The date range that is created by the starting and ending sync dates must include the starting date of the appointment to successfully sync and create the appointment.
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.
See also:
Complete a Service Appointment
Change an Appointment
You can change these appointment details:
Start date
Estimate hours
Description
Status
If the Time Log Status Update setting is enabled, the appointment status will be automatically set when you time into the appointment. Additionally, if the status is manually updated, you will be timed into the appointment.
If you use job safety tasks, the Job Safety tab might open after you change the appointment status.
On devices, service appointments and technician activities can also be drag-and-dropped on the Calendar to a different time and/or day. From the main screen, select the Calendar icon.
Reassign an Appointment
To have an appointment reassigned to a different technician by your dispatcher, change the Status of the appointment to RE-ASSIGN. This removes the appointment from your device. Your dispatcher will see that you are currently assigned to this appointment and will reassign the appointment to a different technician.