You can create a service appointment from work orders for onsite services and meetings.
Follow these steps to create a service appointment:
- Click the Menu icon.
- Go to the Inventory tab.
- Select the Work Orders module.
- Select a work order record.
- Click the Service Appointments widget on the side panel.
- Click the + icon.
- Fill in all the mandatory fields.
- Click Save to schedule the appointment.
- Click Save and Continue to enter other information.
To know more about Work Orders, click here