Configure Service Appointment Page Settings

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.
  1. Navigate to Setup > Customization > Layouts.
  2. Select the Web tab and click the section you want to customize.
  3. 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:

Work Order Information 

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).


Service Appointment Information

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).


Customer Information 

The Customer Information section builder is used to customize the Customer Information section under Contact tab of Service Appointment details page.


Company Information

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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