Appointment Templates

Appointment templatesAppointment templateA set of extra fields added to the appointment card, scoped to source types, so planners can capture data beyond the defaults. let you capture extra data on appointmentsAppointmentA task scheduled to a resource for a specific period - the scheduled instance you see on the planning board. beyond the built-in fields - checklists, compliance flags, equipment used, notes per task type, whatever your back-office cares about.

When a template is in use, the appointment card gets one or more additional tabs. Each tab holds a set of fields - text, numbers, dates, yes/no, dropdowns - that planners fill in as they work. The data is sent back to the back-office along with the rest of the appointment.

Different task types can use different templates, so a maintenance jobJobA high-level container, comparable to a project, that bundles related tasks together with common information such as customer, billing, and address. and a sales visit can each show only the fields that matter for them.

Configure it

For the full setup walkthrough, see Appointment templates.