Appointments and Appointment Types

Schedule displays these types of appointments that are created by using Service Management and/or Schedule. Color coding indicates the appointment status per the color configuration in Schedule Settings.

Important: If you intend to use Job Appointments and you also use TimeZone views in Service Management, your users must use the Signature Alternate Dynamics versions of the Customer Maintenance, Customer Address Maintenance, and Customer Class setup windows. These windows contain information that is specifically used by Signature during the appointment scheduling process. to set up GP Customers and Addresses/Locations. Failure to use the Alternate Customer Maintenance window will result in job appointments not being properly displayed in Schedule.

Appointment type	Where it is created
Service appointments	From service calls in Service Management. From MobileTech From service calls created in the Schedule Customer Hub. From the Appointment Wizard in Schedule. From the schedule board in Schedule.
Job appointments	Using the Job Maintenance window in Job Cost. Using the Appointment Wizard in Service Management. From MobileTech From the schedule board in Schedule. From the Appointment Wizard in Schedule.
Resource activities	Using the Technician Entry Activity Wizard in Service Management. Using the Appointment Wizard in Schedule. From the schedule board in Schedule.