From the Calendar, click on the Add Appointment at the upper right of the page. The New Event form will be displayed.
- Title - Enter a Title for the appointment
- Type – From the drop-down list, select Work Order
- All Day Event – If the appointment will last from 8:00am to 5:00pm, set this toggle button to Yes.
- Start – Enter the start date/time
- End – Enter the end date/time
Click the Save button when finished.
The New Event form will expand to enter additional information.
- Customer – Select the customer for the appointment.
- Work Order – Select the work order from the drop-down list.
- Description – You may enter a description for the purpose of the appointment. This information will display on the calendar. Maximum of 500 characters allowed.
- Technician – Click in the white box to select the technician for the appointment. If this appointment applies to multiple technicians, check the box to the left of each person.
- Sync – If this button is set to Yes, if a change is made to the appointment, an email will be sent to the employee(s) selected in the Technician field.
When finished, click the Save button at the bottom of the form.
