Modifying Appointments
To modify Appointments:
1. On the Calendar, select one or more Appointments to edit, reassign, or reschedule by doing one of the following:
◦ Click an Appointment block.
◦ Hold down the CTRL key (Windows) or Command key (Mac), and then drag a rectangle around the group of Appointment blocks you want to select.
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Multiple-Appointment selection is available only on the Scheduler Calendar on the Scheduler tab. You cannot use this selection method for Crew Resource Appointments, Project Tasks, or nonreschedulable or completed Appointments. Context menus are not available for individual Appointments within selected Appointment groups.
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2. To reschedule Appointments without changing other values such as Name or Assigned to Resource, drag and drop the relevant Appointment blocks into a new time slot on the Calendar.
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If configured, Service Board automatically adjusts Appointment start times in cases where Travel Time to Location values for updated Appointments conflict with scheduled times for previous Appointments or Events in the same work shift.
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3. To quickly modify appointment Start and End times, on the Calendar, click the resize handle on the left or right edge of an Appointment block and drag to the desired time.
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You can also use this method to modify Appointments on the Multi-Resource Calendar and Crew Resources in Crew Manager. You cannot use this method to modify Crew Resource Appointments, completed or nonreschedulable Appointments, and Appointments created from Project Tasks. Resizing is disabled when the CTRL (Windows) or Command (Mac) keys are held down or when multiple Appointments are selected. Firefox is supported only for versions 75 and later.
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4. To edit multiple values for a single Appointment, on the Calendar, click its block, and then on the context menu, click Edit Appointment.
5. In the Edit Appointment dialog box, modify any of the following options.
| | These default fields can be configured differently by your system administrator. |
◦ Name: By default, this value includes the Work Order Number and Account Name fields, and can be configured to include other fields.
◦ Status: When you drag and drop Jobs onto Resource rows, Status values change from New to Dispatched, and newly created Appointments are in Pending status.
| | The Job value is read-only. |
◦ Assigned To Resource: The assigned Resource or Crew Resource.
| | You cannot reassign Appointments to Resources associated with deactivated users. |
▪ Primary Resource: This option is enabled when Jobs are assigned to multiple Resources. The first Resource assigned to the Job becomes the Primary Resource. A Job can have only one Primary Resource. Jobs assigned to Crews do not have a Primary Resource.
◦ Assigned to User: The user account for the assigned Resource for the Appointment (if available).
◦ Assigned to Crew: The assigned Crew for the Appointment(if applicable).
◦ Parent Crew Appointment: The Job assigned to the Crew that generated the current Appointment (if applicable).
◦ Crew Member Details: The Crew Resource record that stores information about the assigned Crew member.
◦ Start: Shows the date and time when the Appointment starts. This value is auto-populated based on the time at which the Job is dropped on the Calendar.
◦ End: Shows the date and time when the Appointment ends. By default, this value is auto-populated based on the Start value plus the Duration value for the Appointment.
◦ Duration: Shows the duration of the Appointment. In cases where the Estimated Service Duration value for the Job is longer than the associated Default Appointment Duration value, this field is prepopulated with the Default Appointment Duration value. Otherwise, the Estimated Service Duration value is set.
◦ Location: The address where the assigned work is to be completed.
◦ Travel Time to Location: Travel time to the Job location from the current location for the Resource.
◦ Travel Time Back From Location: Travel time from the current Job location to the default location for the Resource.
| | Travel time is automatically calculated when you assign Jobs to Resources, and appears in a tooltip when you hover your mouse pointer over an Appointment. |
◦ Description: Description of the Appointment.
6. To reassign or reschedule multiple Appointments, select the relevant group of Appointment blocks and drag and drop as needed.
7. After you finish your updates, click Save.
| | The Sync (  ) icon appears while real-time sync to Salesforce is in progress. The icon disappears when modified data is successfully synced. Notifications appear if any failures occur, and you can update Job fields while sync is in progress. |
For more information: