In the Service Call, Appointment & Equipment Form Fields section, you can choose the fields to hide/display when you open the service call, service appointment, job appointment, resource appointment, and/or equipment. Each form has required fields that cannot be unchecked.
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In Schedule, choose the menu icon and then select Settings.
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In Company Options under Service Call, Appointment, & Equipment Form Fields, choose to hide/display fields from the following tabs:
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Service Call Fields
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Customer Number
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Customer Name
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Address ID
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Location Name
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Service Call
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Description
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Problem Type
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Division
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Salesperson
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Service Call Type
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Priority
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Customer P.O. Number
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Contract Number
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Equipment
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Resource
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Start Date
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Date/Time Lock
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Estimated Hours
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Service Call Status
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Completion Date
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Resolution
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Bill Customer ID
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Bill Address ID
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Job Number
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Original Service Call
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Caller Name
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Caller Email Address
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Caller Phone
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USER-DEFINED
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Service_User_Define_1
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Service Appointment Fields
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Customer Name
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Location Name
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Service Call
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Appointment
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Description
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Status
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Resource
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Start Date
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Estimated Hours
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Skill Level
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Priority
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Completion Date
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Actual Hours
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Job Appointment Fields
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Customer Name
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Location Name
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Job
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Description
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Cost Code
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Status
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Resource
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Start Date
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Estimated Hours
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Priority
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Completion Date
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Actual Hours
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Resource Appointment Fields
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Appointment
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Activity
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Description
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Status
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Resource
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Description
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Start Date
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Estimated Hours
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Priority
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Completion Date
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Actual Hours
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Equipment Fields
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Description
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Equipment Type
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Manufacturer/Model
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Serial Number
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Bar Code ID
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Building ID
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Building Room
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Sub Location
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Installed Date
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Installed By
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Warranty Expires
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Extended Warranty Type
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Extended Warranty Expires
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Service Level ID
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Contract Number
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Optimal Charge
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Refrigerant Type ID
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Refrigerant Equipment Type
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USER-DEFINED 1
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Choose Save at the bottom of each tabbed window.