Configure Service Appointment Page Settings
Customize the service appointment details page as per your needs and work with only those fields which are essential for your work order process.
- Navigate to Setup > Customization > Layouts.
- Select the Web tab and click the section you want to customize.
- In the section builder page, drag and drop the required fields from the Fields tray and click Save.
For more details on how to customize a page, refer to
this page.
Each of the section is used to customize a certain part of the Service Appointment details page. The details are mentioned below:
The Work Order Information section builder is used to customize the fields under the Work Order tab in Service Appointment details page (see screenshot below).
The Service Appointment Information section builder is used to customize the fields under the Service Appointment tab in Service Appointment details page (see screenshot below).
The Customer Information section builder is used to customize the Customer Information section under Contact tab of Service Appointment details page.
The fields in the
Company tab of the
Service Appointment overlay (see screenshot below). You can view this overlay by clicking Details from the
more options [
] icon in a service appointment from the Service Appointment List in the Dispatch Console
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