Complete an Appointment

You can enter billable labor, travel, and other expenses for an appointment. When you complete the appointment, the appointment is removed from the appointment list. Appointment resolution information that you save on a different device doesn't appear on this device. However, the appointment will be successfully resolved, and the information will be displayed on your reports.

To complete an appointment:

1. Select Appointments.

2. Select the appointment and enter the Resolution note, inventory used, and any PO lines.

   • Timeline: Add or view notes and attachments that are associated with the appointment. The appointment timeline displays notes and attachments from the related customer/location, service call, and primary equipment.

   • Equipment: View or add equipment that is associated with the service call.

   • Inventory: You can enter billable inventory costs for an appointment. If you inadvertently enter an inventory item, you can delete it before it is synced.

   • PO Lines: You can create purchase orders on your mobile device for items that need to be purchased while on a service call.

   • Time Entries: You can create time entries for unbilled labor hours, expenses, and travel for the current or previous work week.

3. When you are ready to complete the appointment, select the checkmark in the top right corner. 

4. Select from the following options:

   • Complete Appointment: Sync your device to remove the completed appointment and update WennSoft Service.

   • Complete and Create New: Select this option to complete the current appointment and create a follow-up appointment for the same service call. See Create a Follow-up Appointment When Completing an Appointment.

5. Select Connect in the pop-up window to sync your device.