Updating an Appointment

If you need to make changes to an appointment such as selecting a different vehicle or updating the notes, can do so on the Appointment Maintenance screen.

To update an appointment

1. If the Open Work Order List isn’t open, click Invoicing.

2. Click Schedule. The Appointment List appears.

Note: To view the notes for an appointment, select the appointment. Then select the Show Detail check box.

3. Select the appointment that you want to update, and click Edit. The Appointment Maintenance screen appears.

4. Change the following as needed:

To change the customer, click Customer. Then look up a different customer.

Note: If you change the customer, you’ll be prompted to update the vehicle.

To change the vehicle, click Vehicle. Then select a different vehicle or click Add and look up a new vehicle. For more information, see Adding a Customer’s Vehicle.
To reschedule the appointment, select a new date, time, or both.
To update the promised time, click Promised. Then select a different date, time, or both.
To update the notes, type additional information or delete unnecessary information.
To change the bay or job type, click Bay/Job and select a different bay or job type.
To assign the job to a different technician, click Mechanic and select an employee name.

5. To change which items are needed for the appointment, do the following as needed.

a. For additional items, click Add and look up the items you want to set aside. Then enter the quantities For more information, see Looking Up Inventory Items.

Note: Only parent items are displayed on the Appointment Maintenance screen. If the appointment expires (instead of becoming a completed invoice), the items will be included in the quantities on work order until the appointment is deleted from the calendar. For more information, see Schedule - Automatic Delete Days.

b. To remove an item, select the item you no longer need and click Delete.

6. Save your changes.

Note: At this point, the appointment is displayed in gray on the Appointment List to indicate that it can no longer be edited.