1stBase Help

This is the window that is shown if you click a Service Appointment from within a customer record. A new appointment, opened by clicking 'E+' is the same, but the Delete button is disabled.

Entry options in this window vary depending on the users Access Level and options set in Global System Settings

A list of the customers Products so that the appointment can be allocated to it. This allows Product history to be printed with the Engineers Diary. If the customer has no Products then this item is disabled.

When an appointment is completed the following occurs:-
a) The entry for it in the customer record is displayed with a green background.
b) The appointment is removed from the Diary (and also 1stBoard).
c) Editing of the appointment details is prevented. Administrators can, however, still edit these details.

In the example shown pre-defined appointment slots are enforced in Global System Settings so the user can only select one of these times. If the user was a Administrator then they would be able to freely select a time and time modifier.
Time modifiers allow the appointment time to be generalised (e.g. am or pm). Where a modifier is used then it is shown instead of the time in the Diary and on printed appointment lists. You should note, however, that appointments are listed by their time, so you should set it to approximate the modifiers time of day.
A list of 'standard' Time Modifiers can be entered in Maint - LookUp Codes - Time Modifiers but, if your access level lets you, these can be any freeform text you wish.

Each appointment must have a reason which is selected from a pre-defined list. The list can be modified in Maint - LookUp Codes - Call Reasons.
Service and Sales Calls have different reason lists.

Invoices for this appointment are summarised here.

The Add and Edit buttons give access to the invoicing details for this appointment.