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. | |
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. | |
Quick Print
Opens the Work Order SRS report with the service call details displayed. | |
Print Service Call
Provides the opportunity to print service call information. | |
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. | |
Print Resource Schedule - Schedule Resource Report
Prints the technician's schedule for the day. - Report Wizard
Opens the Resource Schedule Report wizard. You can select the report to print, a date range, who the report is run for, as well as for which technician(s).
| |
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. | |
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. | |
