You can easily view and edit the details of a service appointment.
Double-click the service appointment. This can be a scheduled or unassigned appointment.
The Service Appointment Details window displays. You can view and change the appointment information. Additional fields may display depending on Schedule settings.
Service Call - Display only
Appointment - Display only
Description
Status
Resource
Start Date
Estimated Hours
Priority
Completion Date - Display only
Customer Name
Location Name
You can also choose these icons to view additional information.
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.
Open Service Call Opens a window populated with the service call information. If a piece of equipment needs to be added, you can do so here.
Quick Print Opens the Work Order SRS report with the service call details displayed.
Print Service Call Prints the service call information.
New Service Call - <customer>-<location> Opens the New Service Call window with the Customer Number, Customer Name, Location Name, Division, Bill Customer Name, and the Bill Address Code defaulting from the service appointment. You can also access this by right-clicking on a Customer/location from the Customer Hub.
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.
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.
JavaScript errors detected
Please note, these errors can depend on your browser setup.
If this problem persists, please contact our support.