Displaying Service Call, Appointment, & Equipment Form Fields

In the Service Call, Appointment & Equipment Form Fields section, you can choose the fields to hide/display when you open the service call, service appointment, job appointment, resource appointment, and/or equipment. Each form has required fields that cannot be unchecked.

1. In Schedule, choose the menu icon and then choose Settings.

2. In Company Options under Service Call, Appointment, & Equipment Form Fields, choose to hide/display fields from the following tabs: 

   • Service Call Fields 

     Click to view field list.

     • Customer Number
     • Customer Name
     • Address ID
     • Location Name
     • Service Call
     • Description
     • Problem Type
     • Division
     • Salesperson
     • Service Call Type
     • Priority
     • Customer P.O. Number
     • Contract Number
     • Equipment
     • Resource
     • Start Date
     • Date/Time Lock
     • Estimated Hours
     • Service Call Status
     • Completion Date
     • Resolution
     • Bill Customer ID
     • Bill Address ID
     • Job Number
     • Original Service Call
     • Caller Name
     • Caller Email Address
     • Caller Phone
     • USER-DEFINED
     • Service_User_Define_1

   • Service Appointment Fields

     Click to view field list.

     • Customer Name
     • Location Name
     • Service Call
     • Appointment
     • Description
     • Status
     • Resource
     • Start Date
     • Estimated Hours
     • Skill Level
     • Priority
     • Completion Date
     • Actual Hours

   • Job Appointment Fields

     Click to view field list.

     • Customer Name
     • Location Name
     • Job
     • Description
     • Cost Code
     • Status
     • Resource
     • Start Date
     • Estimated Hours
     • Priority
     • Completion Date
     • Actual Hours

   • Resource Appointment Fields

     Click to view field list.

     • Appointment
     • Activity
     • Description
     • Status
     • Resource
     • Description
     • Start Date
     • Estimated Hours
     • Priority
     • Completion Date
     • Actual Hours

   • Equipment Fields

     Click to view field list.

     • Description
     • Equipment Type
     • Manufacturer/Model
     • Serial Number
     • Bar Code ID
     • Building ID
     • Building Room
     • Sub Location
     • Installed Date
     • Installed By
     • Warranty Expires
     • Extended Warranty Type
     • Extended Warranty Expires
     • Service Level ID
     • Contract Number
     • Optimal Charge
     • Refrigerant Type ID
     • Refrigerant Equipment Type
     • USER-DEFINED 1
3. Choose Save at the bottom of each tabbed window.