Schedule 2021 (4.6)
Schedule 2021 (4.6)
Breadcrumbs

Context-sensitive Menus

The Schedule Board and Customer Hub allows you to right-click on job/service appointments, resource activities, and resources, to access menus with common tasks that you may need to do. If you do not have access to an appointment type, you will not see this information.

Action

Available on these Appointment Types

Set Status
Set or update the appointment or activity status.

  • Job appointment

  • Service appointment

  • Resource activity

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

  • Job appointment

  • Service appointment

  • Resource activity

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

  • Job appointment

  • Service appointment

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

  • Job appointment

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.

  • Service appointment

Quick Print
Opens the Work Order SRS report with the service call details displayed.

  • Service appointment

Print Service Call
Provides the opportunity to print service call information.

  • Service appointment

Appointment Wizard
Opens the appointment wizard.

  • Job appointment

  • Service appointment

  • Resource activity

  • Resource

New Service Call - <customer>-<location>
Opens the New Service Call window on the Schedule tab with the Customer Number, Customer Name, Location Name, Division, Bill Customer Name, and the Bill Address Code defaulting from the service appointment (Schedule) or the customer/location (Customer Hub).

  • Service appointment

  • Customer/location (Customer Hub)

Create New Appointment
Opens the New Appointment/Activity window to create a new appointment based on the current appointment.

  • Job appointment

  • Service appointment

  • Resource activity

Add Appointment Note
Adds a note to the service appointment.

  • Job appointment

  • Service appointment

View Customer Details
Opens the Customer Hub with the customer/location highlighted and the information displayed in the details section.

  • Job appointment

  • Service appointment

View Location Details
Opens the Customer Hub with the customer/location highlighted and the information displayed in the details section.

  • Job appointment

  • Service appointment

New Resource Activity
Opens the New Resource Activity window with resource information in the Resource field.

  • Resource

Print Resource Schedule

  • Schedule Resource Report
    Prints the technician's schedule for the day.

  • Report Wizard
    Opens the Resource Schedule Report wizard. You can choose the report to print, a date range, who the report is run for, as well as for which technician(s).

  • Resource

Unschedule All
Unschedules all appointments for the resource. The time is set to 12:00 AM. Appointments move from the schedule board to the Unscheduled Appointments list.

  • Resource

Unassign All
Unassigns all appointments for the resource. The resource is set to UNASSIGNED. Appointments move from the schedule board to the Unscheduled Appointments list.

  • Resource