Skip to main content
Skip table of contents

Icons and Buttons

Icon or buttonDescription

Displays or hides the navigation pane.

Refreshes the schedule board.

Indicates a service appointment.

Indicates a job appointment.

Indicates a resource appointment.

Show All Resources in Unscheduled Appointments.

Choose to open the Customer Hub (in a separate browser window).

Choose to open the Map and Route Resources window.

Direction arrows to open/collapse section. The arrows point in the direction that the window will open/collapse.

Direction arrows to open/collapse section. The arrows point in the direction that the window will open/collapse.

Choose to select a specific date to display on the schedule.

Moves the schedule forward or back by one day.

Choose to print a service call quick print.

Indicates that the service call has no attachments. Choose this to open the Add Attachment window.

Indicates an attachment is available. Choose this to open the Attachments window.

Indicates that the service call or appointment has no notes added. Choose this to add a note.

Indicates that the service call or appointment has at least one attached note. Choose this to open the Notes window.

This icon displays if the service call has the Date/Time Lock marked in Service Management. This option prevents the call from being rolled forward.

Use the Find icon to search within a grid. This icon appears on the Schedule Board and on the Customer Hub. For more information on using the Find feature, see Locating a Record Using Find.

Use the Export icon to export your Find results to an Excel spreadsheet. The filename defaults to the Find type and today's date.

JavaScript errors detected

Please note, these errors can depend on your browser setup.

If this problem persists, please contact our support.