The Appointment Summary tab provides an overview of the appointment with fields for scheduling, customer details, invoice eligibility, appointment outcome, appointment tags, comments and more.
Extra information is displayed if the appointment has a particular status, for example. if the appointment was canceled, this tab will display the cancellation reason and the cancellation date.
Fields Displayed
| Field | Description |
|---|---|
| Assigned to | Displays the field worker’s name and their mobile number. |
| WorkType | The work type assigned to the appointment. |
| Customer Name | Displays the customer’s firstname and surname. |
| Phone Number | Displays the customer’s landline and mobile. |
| Company Name | Company name from the customer. |
| Certificates | Number of certificates of the appointment, however if the appointment is an installation and not completed, it’s number won’t be on the quote. |
| Address/Postcode | The address and postcode from the property address. |
| Scheduled Date & Time | The date and time the Field Worker is scheduled to attend the job site. |
| Commencement Date | An override date assigned by an Operator that represents the first day the Field Worker attended the site. |
| Actual Completed Date | An override date assigned by an Operator that represents the last day the Field Worker attended the site. |
| Last Sync/Completion Date | Date of the last sync received from Dataforce Runabout or the last date the appointment was completed in Dataforce ASAP through the complete appointment action. |
| Created By | Dataforce ASAP User who created the appointment, if it originated from the New Job screen. |
| Compliant | The value of the compliance flag set through the appointment actions screen. |
| Hazard Code | The value of the hazard code applied during appointment creation from the New Job Screen. |
| Appointment Outcome | If the appointment has been completed as a Customer No-Show, or this appointment has been created as a Callback. |
| Appointment Tags | The Tags assigned to an appointment. |
| Paperwork Status | The value of the paperwork flag set through the appointment actions screen. |
| Submission Eligibility Date | The date the appointment is ready for a submission. |
| Invoice Eligibility Date | The date the appointment is ready for an RCTI Field worker/Agent Invoice. |
| Client Invoice Eligibility Date | The date the appointment is ready for a Client Invoice. |
| Quotation Status | The status of the job’s quotation. |
| Job Instructions | The job instructions given during appointment creation. |
| External Job ID | The external id assigned to the job during appointment creation. |
| Paperwork Status | The value of the Customer Signed Paper Form Flag set during appointment completion. |
Extra Fields Displayed when appointment is cancelled.
| Field | Description |
|---|---|
| Cancelled Date | The Date the cancellation was done and the Reason Code Selected by the Operator. |
| Cancelled By / Reason | The Dataforce ASAP User who canceled the appointment. |
Extra Fields Displayed when appointment is RCTI Invoiced.
| Field | Description |
|---|---|
| Invoice (Type) | The invoice number. |
| Invoice Date (Type) | The Date of invoice creation. |