Appointment Cards

What Are Appointment Cards?

Appointment cards are the blocks that mark out when an appointment is on the schedule. Interacting with them allows you to navigate the site and edit the appointment in a variety of ways. 

Click on one of these links to hop to a specific section on this page:

On The Schedule

Sidebar

Appointment Details




On The Schedule

On the schedule, the appointment card appears either as a solid color block or as a white block with appointment details within them depending on your schedule settings. 

Left Click

If you left-click on an appointment it’s details will open up in the sidebar. 

Right Click

Right-clicking on an appointment opens a menu where you can pick from the following options:


Unschedule Appt: This will remove the appointment from the schedule and remove it from the work order.

Cancel Appointment: This will mark the appointment as “Cancelled”. It will be removed from the schedule but will still be visible on the orders “Appointment History” page. 

Move Appt to next week: This will move the appointment forward one week at the same time and on the same route. 

Move Appt to previous week: This will move the appointment back one week at the same time and on the same route. 

Edit Notifications: This will open up the appointment details where you can then edit if your client will receive appointment notifications for this appointment. 





Sidebar:

In the sidebar of the schedule, you can do a variety of tasks. Simply click on an appointment on the schedule on the sidebar to open up it’s details

Starting from the top you can see the appointments scheduled time and date, as well as can access the account and site information by clicking on the account name or site address. 

Right below that is a bar of activities related to the order or account.

Here you can do the following:

Email: Send an email to the client, this will automatically attach a PDF copy of the Estimate, Work Order, or Invoice depending on what stage it is at. 

Pay: Record a payment for this order.

Complete: Go through the Completion Wizard (Click here to see a guide to the completion wizard).

Activity: Create an Activity, including a Note, Task, Call, or Mail.

Scheduled: Here you can change the status of this appointment from Scheduled to Confirmed, On The Job, Complete, or Cancelled.

In this next section, you can see the phone number recorded on the account and have the option to call or text them. The call function will only work if you have a phone service such as Skype set up on your computer. 

You can text your clients from any time through the ServiceMonster system, but unless you integrate with Twilio it will be one-way communication and be sent from a Seattle area code.

Here you can also edit or add in Tech and Admin notes on this appointment. Tech notes will appear for techs in the mobile App and on route packets.  

In the Technicians section, you can view what techs are assigned to this appointment and change them if needed. 

Here you can view the details of the order, including line items and balance due. You can click on the order number to go to the page for that order. 





Appointment Details

If you double left click on an appointment, it will open up the appointment details page. 

Appointment: 

In the appointment tab you can do a verity of things

Map: Clicking here opens up the site address on Google Maps

Print: Clicking here opens a PDF of the order you can download and print.

Email: Clicking here sets up an email you can send to your client. 

Text: Clicking here allows you to send a text to your client. 

You can then see the Account and Site details. Click on the Account info or site info to go to the account or site page.

Here you can edit appointment details

Route: Change what route this appointment is on using the drop-down menu.

Start: Change the start date and time here. 

Duration: Change how long the appointment is scheduled to take here.

Appt Type: Change the appointment type here.

Techs: View or change the techs assigned to this appointment here.

Status: Change the status of this appointment here.

Tech Note: Add in any notes you want your techs to be able to see (Client’s can not see those notes)

Admin Note: Add in any notes you only want those who are admin level in ServiceMonster to be able to see. 

Time Logs

Here you can view and edit the time logs for the appointment.

Audit

Here you can see all the actions and edits made to the appointment. 

Notifications

Here you can view and edit the appointment reminders the client will receive.