1. Field Service Guide
  2. Booking Appointments from the Service Screen

Booking Appointments from the Service Screen

The Activities view in the Service Request List view of the Service screen provides the Book Appt and Cancel Appt buttons for running the ABS. The Activities view displays the activities associated with service requests.

To book an appointment from the Service screen

  1. Navigate to the Service screen, then the Service Request List view.

  2. Drill down on the SR number (#) field for a selected service request.

  3. In the Activities list, select an activity record.

  4. Click Book Appt.

  5. In the dialog box, select and confirm an appointment, or cancel if no appointments are appropriate.

    For more information about using the Book Appointments dialog box, see Booking Appointments from the Activities Screen in Booking Appointments from the Activities Screen.