Schedule 2024 (7.0)
Schedule 2024 (7.0)
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Working With Job Appointment Details

You can view and change the details of a job appointment, also called a job activity.

Hover View Details

On the Schedule Board, if you hover over a job appointment, you can view the following details:

  • Appointment Time

  • Job number and appointment ID

  • Status

  • Estimated Hours

  • Customer

  • Location

  • Contact

  • Phone Number

Viewing/Editing Job Appointment Details

  1. On the Schedule Board or in the Unscheduled section, double-click the job appointment. 

  2. The Job Appointment Details window displays. You can view and change the appointment information. Additional fields may display depending on Schedule settings.

    • Job - Display only

    • Appointment - Display only

    • Description

    • Cost Code

    • Status

    • Resource -  You can filter the list of technicians by typing the first few letters of their first or last name.

    • Start Date

    • Estimated Hours

    • Priority

    • Completion Date - Can be edited if the appointment status is set to completed.

    • Actual Hours

    • Service_User_Define_1

    • Service_User_Define_2

    • Service_User_Define_3

    • Service_User_Define_7

    • Customer Name

    • Location Name - Billing address

  3. Select Save.

Icons on This Page

Icon

Description
save30.png

Save
Cancel30.png

Cancel
delete30.png

Delete Appointment
view-jobs30.png

View Job
appt-history30.png

View Appointment History - See Viewing Appointment History
view-add-appt30.png

View/add Appointment Notes - See Working With Notes and Attachments.

If a note exists for this appointment, this icon displays with a pencil in the bottom right corner.
attachment30.png

View/add Attachment - See Working With Notes and Attachments.
related-appts30.png

View Related Appointments - To view the related by appointments by the Group ID, select the drop-down next to the Related Appointments icon and then select  By Group ID. See Working With Related Appointments and/or Resource Activities.

Context-Sensitive Options for Job Appointments on the Schedule Board

Right-click on a job appointment on the Schedule Board to access the following options:

  • Set Status
    Set or update the appointment status.

  • Unschedule Appointment
    The appointment time is set to 12:00 AM. The appointment is moved from the schedule board to the Unscheduled Appointments section. See Unscheduled or Unassigned Appointments.

  • Unassign Appointment
    The Resource field is updated to UNASSIGNED. The appointment is moved from the schedule board to the Unscheduled Appointments section. See Unscheduled or Unassigned Appointments.

  • View Job Details
    Opens a display-only view of the job details with tabs for the cost codes and subcontractors.

  • Appointment Wizard
    Opens the appointment wizard. See Using the Appointment Wizard for more information.

  • Create New Appointment
    Opens the New Appointment/Activity window to create a new appointment based on the current appointment. See Creating Additional Appointments.

  • Add New Appointment Note
    Adds a note to the appointment. See Working With Notes and Attachments.

  • View Customer Details 
    Opens the Customer Hub with the customer/location highlighted.  Select the row to expand the row content. See Using the Customer Hub.

  • View Location Details 
    Opens the Customer Hub with the customer/location highlighted.  Select the row to expand the row content. See Using the Customer Hub.

  • View Bill To Location Details
    Opens the Customer Hub with the customer/bill to location highlighted.  This option displays if the Bill To Location is different than the Service Location. Select the row to expand the row content. See Using the Customer Hub.