Job Appointments

You can view job appointments in the appointments list. Job appointments are set up in the Appointments window in Signature Job Cost and some information can be changed in MobileTech. Depending on your company's setup, you may need to complete a Job Safety Analysis.

To work with an existing appointment, select the appointment and select More. Use these tabs to view additional information.

Icon	Description
	Appointments Displays a list of appointments associated with the service call.
	Change Orders You can enter change orders that apply to a job, and you can also assign specific cost codes to individual change orders.
	Map If your device supports mapping and a valid latitude/longitude or location address is entered in Service Management, use this tab to see the mapped location of an appointment. View the location on a map. If the map does not show the correct location, you can update the GPS location using your device's GPS. For information, see Updating GPS Coordinates.
	Notes View notes that are associated with a job appointment including appointment, change order, cost code, and job notes. Depending on the MobileTech setup, you might not be able to change an existing note.
	Attachments You can add attachments, such as documents and images, to service calls, service and/or job appointments, equipment, and tasks in Service Management. The attachments will be available to view and change from the attachments list for a service call, appointment, or task in MobileTech.
	Related Select to view a list of other technicians scheduled for the same job. After accessing this view, select the Redisplay icon. The list displays only the appointments in the selected date range. The default date range is +/- 1 day. You can select any date range, however, be aware the larger the range the longer it may take to retrieve the data. You can see the appointment status, technician name, appointment date/time, appointment description, and completion date. The list of appointments can be sorted by start date or appointment and/or the list can be filtered. This option requires internet access.

Editing a Job Appointment

You can change only the estimated hours and the description of the job appointment in MobileTech.

1. Select Appointments. At the top of the pane, select the Job Appointments or All Appointments filter.
   If MobileTech is set up to use time logs, you can easily see which appointments you're timed into. A clock icon is displayed next to these appointments.

2. Select a job appointment and select More to display the job details.

3. View the information in these fields. You can also edit the Estimate Hours and Description fields.

   • Job Number: The job number the appointment is for.

   • Location: The location for the job appointment that was set up for the job in Job Cost. To add a note about the location or to view existing notes, select the location. In the Location pane, select the Notes tab.

   • Customer Name: The name of the customer the job appointment is assigned.

   • Job Description: The description of the job that was set up in Job Cost.

   • Address: The address for the appointment.

   • City: The city for the appointment.

   • Start Date: The starting date for the appointment that was set up in Job Cost. The appointment time displays to the right of the date.

   • Appointment: The appointment number for the job that was set up in Job Cost.

   • Estimate Hours: The estimated number of hours that the appointment will take. This value is set up in Job Cost, but you can change it before the job is posted.

   • Description: Enter or change the description to help identify the job.

   • Cost Code: The cost code for the job appointment that was set up in Job Cost.

4. If a note has been added to the job appointment from the back office or if a job resolution note has been added, the Notes tab displays in the bottom right of the Job Detail window. Select the Note tab and then select the note to view as read-only.

5. Depending on the MobileTech setup, you can select the Change Order tab to view or edit change orders for the job, or select the New icon to create a change order. Enter a description and an amount for the change order. The change order number is a temporary value until you sync your device with the host system. See Enter and Edit Change Orders for Jobs for more information.

6. Select the Save icon.

See also: