Job Appointments

The Appointments screen will allow you to view each Appointment that is related to the Job you are currently viewing.

1. Click the Job Menu on the right side and click Appointments.

2. Create new Appointments for this Job by clicking the New Appointment button.

Once you click the New Appointment button, you will be able to provide information about the upcoming Appointment with the Customer. 

This includes the following fields:

• Event Title: What is the reason for the Appointment (e.g. Leak Inspection). Required
• Calendar: Notate whose Calendar this will appear on. There can be many Representatives selected for this option. Required
• Start Date: The day and time this Appointment starts. Required if All Day is not selected
• End Date: The day and time this Appointment ends. (Default is 30 minutes from the Start Time) Required if All Day is not selected
• All Day: Check this box to indicate the Appointment is scheduled for the whole day.
• Details: Use this area to define any Notes about the Customer or Appointment (e.g. Use side door) Default Note includes the Customers filled in Contact Information.
• Job: Which Job is this Appointment for?
• Location: The Address at which you are to meet the Customer.
• Save: Click this after the minimum required information is filled in.

Note: Initial Appointments are not editable. These are only Assignable to the Primary Sales Rep on the Job.