Schedule 2022 (5.0)
Schedule 2022 (5.0)
Breadcrumbs

Viewing the Open Appointments Tab

You can view the open appointments for the customer location. For additional information on the context menus, see Working with Notes and Attachments, Viewing/Editing Service Appointment Details, Viewing/Editing Job Appointment Details, Viewing/Editing the Service Call, or Unscheduled or Unassigned Appointments.

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Viewing Open Appointments

  1. To view the open appointment(s) for a customer, select a customer in the Customer Hub.

  2. In the details section of the Customer Hub, select the Open Appointments tab.

  3. In this tab view, you can:
    Double-click an appointment to open the appointment on the Schedule Board. Right-click a Service Call appointment and then select from the following: Add Note - Opens the Service Call note window. View Note - Opens the Notes/Attachments window. (Displays if a note exists.)Open Service Call - Opens the Service Call window on the Schedule tab. Open Appointment - Opens the Service Appointment window on the Schedule tab. Unschedule Appointment - The appointment time is set to 12:00 AM. The appointment is moved from the schedule board to the Unscheduled Appointments section.Unassign Appointment - The Resource field is updated to UNASSIGNED. The appointment is moved from the schedule board to the Unscheduled Appointments section.Right-click a Job appointment and then select from the following:Add Note - Opens the Job Appointment note window. View Note - Opens the Notes/Attachments window. (Displays if a note exists.)View Job Details - Opens a display-only view of the job details with tabs for the cost codes and subcontractors.Open Appointment - Opens the Job Appointment window.Unschedule Appointment - The appointment time is set to 12:00 AM. The appointment is moved from the schedule board to the Unscheduled Appointments section.Unassign Appointment - The Resource field is updated to UNASSIGNED. The appointment is moved from the schedule board to the Unscheduled Appointments section.

Available Data Columns

The default columns that display are:

  • Notes

  • Type

  • Workorder/Job

  • Appointment

  • Cost Code

  • Start Time

  • Appt Status

  • Resource name

  • Estimate Hours

  • Actual Hours

  • Job Name

You can add the following column:

  • Completion Date