Using the Appointment Detail - Service Form
-
Open the Appointment Detail - Service form in one of these
ways:
- On the Calendar - Service form, select an appointment
record.
- On the Work Queue - Service form, select on an
appointment record.
-
Optionally, update the status of the appointment as you perform
work.
-
Optionally, use these hyperlinks in the Contact section:
- Select the customer name link to launch the Customer Detail - Service form.
- Select the contact phone number link to launch the device's
phone dialer, if compatible.
- Select the appointment address to launch the device's default
mapping application, if compatible.
-
Optionally, select the serial number hyperlink to launch the Unit
Detail - Service form.
-
Optionally, specify a new note in the box.