Viewing/editing job appointment details

You can easily view and change the details of a job appointment, also called a job activity.

1. Double-click the job appointment to view or change the appointment. This can be a scheduled appointment or an unassigned appointment. 

2. The Job Appointment Details window displays. You can view and change the appointment information. Additional fields may display depending on Schedule settings.
   

   • Job - Display only

   • Appointment - Display only

   • Description

   • Cost Code

   • Status

   • Resource

   • Start Date

   • Estimated Hours

   • Priority

   • Completion Date - Can be edited if the appointment status is set to completed.

   • Actual Hours

   • Service_User_Define_1

   • Service_User_Define_2

   • Service_User_Define_3

   • Service_User_Define_7

   • Customer Name

   • Location Name - Billing address

3. You can also choose these buttons to complete other tasks.

   	Save
   	Cancel
   	Delete Appointment
   	View Job
   	View Appointment History - See Viewing appointment history
   	View/add Appointment Notes - See Working with notes and attachments.
   	View/add Attachment - See Working with notes and attachments .
   	View Related Appointments - To view the related by appointments by the Group ID, choose the drop-down next to the Related Appointments icon and then choose  By Group ID . See Working with related appointments and/or resource activities .

   
   

4. Choose Save.

Context-sensitive options for job appointments on the Schedule Board

Right-click on a job appointment on the Schedule Board to access the following options:

• Set Status
  Set or update the appointment status.

  • ARRIVED

  • CLOSED

  • COMPLETE- See Completing appointments.

  • DISPATCHED

  • IN ROUTE

  • OPEN

  • PAGED

  • RE-ASSIGN

  • RECEIVED

  • UNASSIGNED

• 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.

• View Job Details
  Opens a display-only view of the job details with tabs for the cost codes and subcontractors.

• Appointment Wizard
  Opens the appointment wizard. See Using the appointment wizard for more information.

• Create New Appointment
  Opens the New Appointment/Activity window to create a new appointment based on the current appointment. See Create 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 and the information displayed in the details section. See Using the Customer Hub for more information.

• View Location Details
  Opens the Customer Hub with the customer/location highlighted and the information displayed in the details section. See Using the Customer Hub for more information.