Schedule an appointment for a resource

  1. Open the Field Order Scheduler screen.
  2. Note the active company. If you want to change it, click in the header and select the appropriate company.
  3. In the View field, click to select the view you want to use on the scheduler board.
    Note: If there are no views defined for the scheduler board, you are prompted to create one. If there are no views defined for the scheduler board, you are prompted to create one. The company defaults to the last company used in ProContractor. To change the company, open a different screen and select the company there. Once you have created a view, you can change the company on the scheduler board.
  4. In the Uncompleted Field Orders pane, click on the field order for which you want to schedule an appointment.
  5. Do one of the following:

    • Right-click on the scheduler board in the row for the resource for which you want to schedule an appointment and select Schedule Selected Field Order.

    • Double-click on the scheduler board in the row for the resource for which you want to schedule an appointment.

  6. Complete the fields as described on the Edit Appointment popup window
  7. Click OK.