View or edit 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 information the appointment information. Additional fields may display depending on Schedule settings.

   • Customer Name

   • Location Name

   • Service Call - Display only

   • Appointment - Display only

   • Description

   • Status

   • Resource

   • Start Date

   • Estimated Hours

   • Skill Level

   • Priority

   • Completion Date - Display only

   • Actual Hours - Display only

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

   •  - Service Call Time Stamps

   •  - Appointment history

   •  - Service Call Tasks

   •  - Add a Note. See Working with notes.

     If a note exists for this appointment, this icon displays as .

     
     

   •  - Related appointments

   •  - Service Call Quick Print

   •  - Notify Customer

4. Choose Save.