Appointments

An appointment is one visit on a work order. Create it on the work order (Add appointment). Dispatch does not create appointments.

Purpose

Answer when and who for a trip to site. Multiple appointments on one work order are normal (diagnostic, then return).

Operations on the work-order show page (appointment panel). Dispatch board shows visits that already exist.

Create

1. Open the work order (not Draft if you expect Field).
2. Add appointment — date/start/end or leave Unscheduled.
3. Assign on Dispatch or the appointment sheet.

Public booking creates a Scheduled appointment with the Draft work order. Preventive maintenance generation creates no appointment — office adds one after Open.

Lifecycle (visit)

Typical kinds/statuses include Unscheduled vs Scheduled, then In progress, Completed, Cancelled. In progress visits cannot be dragged on Dispatch. Cancelled and Completed stay off the board.

Closeout

Complete appointment on the visit (office with execute permission, or Field Closeout). Requires the work-order type’s forms, photos, and signatures, and technicians Finished. This does not Complete the work order.

Finish my work is not Closeout. Closeout does not consume visit entitlements and does not invoice.

Limitations

No GPS, ETA, or engine that invents times. Auto-Assign fills an existing dated empty slot.

If you created a new work order for a return visit: add a second appointment on the same job.

If Field is empty: still Draft, or no dated assignment.

Related: Dispatch, Field PWA, Find candidates.