Viewing/Editing Service Appointment Details

You can easily view and edit the details of a service appointment.

1. Double-click the service appointment. This can be a scheduled or unassigned appointment. 

2. 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 onlyAppointment - Display onlyDescriptionStatusResourceStart DateEstimated HoursPriorityCompletion Date - Display onlyCustomer NameLocation Name

3. You can also select these icons to view additional information.

   	Save
   	Cancel
   	Delete Appointment
   	View Service Call - See Viewing/Editing the Service Call .
   	View Service Call Time Stamps - See Viewing Service Call Timestamps .
   	View Appointment History - See Viewing Appointment History .
   	View Service Call Tasks - See Viewing Service Call Tasks .
   	View/add Appointment Notes - See Working with Notes and Attachments.
   	View/add Attachment - See Working with Notes and Attachments .
   	Notify Customers - See Notifying Customers via Email .
   	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 .
   	Work Order Quick Print

   
   

   
   

4. Select Save.

Context-Sensitive Options for Service Appointments on the Schedule Board

Right-click on a service appointment to access the following options:

• Set Status
  Set or update the appointment status.ARRIVEDCOMPLETE- See Completing Appointments.DISPATCHEDIN ROUTEOPENPAGEDRE-ASSIGNRECEIVEDUNASSIGNED

• 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.

• Notify Customer
  Sends the customer an email. See Notifying Customers via Email.

• 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.

• Appointment Wizard
  Opens the appointment wizard. See Using the Appointment Wizard.

• 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.