Creating An Appointment

When working within the Customer Detail page, users can quickly schedule a visit by selecting + Appointment from the quick-create bar. This action opens the Create Appointment interface, pre-linked to the selected customer to streamline the scheduling process.

Accessing Create Appointment from Customer Details

1. Navigate to the Customer Detail Page.

2. In the quick-create bar at the top of the page, click + Appointment.

3. The system opens the Create Appointment interface with the customer automatically selected.

Initial Appointment Layout

When the Create Appointment page opens, it is contextually linked to the current customer.

Selected Customer Context 

• A blue sidebar on the right confirms:

  • Customer name

  • Service address

  • Relevant profile notes (e.g., “XD”)

• This ensures the appointment is being created for the correct account.

Historical Reference

• Below the customer summary, a Past Services section is displayed.

• Shows:

  • Service numbers

  • Service dates

  • Service types

  • Technician notes

• This history provides context and helps inform the new booking.

Upcoming Appointments

• A collapsed Upcoming Appointments section appears at the bottom of the sidebar.

• Displays any existing future appointments for the customer.

• Can be expanded if needed for scheduling awareness.

Appointment Details 

The left column contains the primary fields required to define the appointment.

Customer Lookup

• The customer is pre-selected by default.

• Clicking the Lookup button opens a searchable dropdown.

• Allows switching to a different customer if required.

Type and Timing

• Type
  Select the category of work being scheduled.

• Date / Time
  Use the date-time picker to set the appointment schedule.

Duration and Frequency

• Duration
  Enter the expected length of the appointment in minutes.

• Frequency
  Choose whether the appointment:

  • Does not repeat

  • Follows a recurring pattern (daily, weekly, etc.)

Priority and Color

• Priority
  Assign a priority level (e.g., Medium).

• Color
  Select a color code for visual identification on the master schedule.

Technician and Team Management

This section manages personnel assignments for the appointment.

Primary Technician

• Select the lead technician from the dropdown list.

• Example: Arthur E.

Multi-Technician Assignments

• Click + Add Another next to the technician field.

• A secondary dropdown appears.

Team Selection

• Use the dropdown(s) to assign additional technicians.

• Examples:

  • Daniel K

  • Garrett B

  • Henry H

Multiple technicians can be assigned to a single appointment.

Inventory and Materials

Materials required for the appointment can be specified directly.

Item Selection

• Type into the Enter Inventory Item… field.

• Select the desired item from the dropdown list.

Adding Items

1. Enter the Quantity for the selected item.

2. Click + Add Item.

Materials List

• Added items appear in a list below.

• Each item can be reviewed or removed using the Delete icon.

Notes and Finalization

The bottom section allows entering additional instructions and completing the booking.

Communication Notes

• Notes for Customer
  Information visible to the customer on their service report.

• Appt Private Notes
  Internal-only instructions for technicians.

Billing Management

Located at the very bottom of the page, the Billing section allows you to manage the financial aspects of the specific appointment.

• Billing Status: A dropdown menu to categorize the current financial state of this job.

• Itemized Pricing: Automatically lists the Service Price and any added inventory items like Acid.

• Financial Totals: Allows you to adjust the Quantity and Price for each line item, providing an automatic Total for the appointment.

Save and Sync Appointment

1. Review all entered details.

2. Click the SAVE button at the bottom of the page.

3. The appointment is finalized and added to the system schedule.