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Creating a Service Appointment via Appointments

Service > Advisor > Appointments

Inside the Appointments screen:

  1. Select the [New] button in the Action Ribbon. 

  2. Fill in any applicable fields.

  3. Select the [Quick Add] or [Add] button.

  4. Input an OpCode, Concern, Technician, Account Code, and Labor Hours, where applicable.

  5. Select the [Save] button in the Action Ribbon.  

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