If you're a tech who works out in the field, one of the first questions you may ask while sipping your morning coffee is, “What do I have scheduled for today?”

Tapping Appointments from Syncro Mobile's Home screen gives you that answer and more. You can communicate with your customers, view associated tickets, and even open navigation to the appointment location.

This document describes how you can use Syncro Mobile specifically to complete and manage customer appointments.

Check Today's Appointments

After launching Syncro Mobile, one of the first things you'll see is the number of appointments on your schedule for TODAY.

Note: Your appointments appear in Syncro Mobile whenever you're assigned as the Tech on an Appointment (which may happen during Ticket creation).

Tap “Appointments” to get a more detailed description for each of Today's appointments:

By default, Syncro Mobile shows the appointments YOU have TODAY. However, you can tap the “All Appointments” tab at the top to see everything, or tap the “Past” or “Future” filter to see appointments from/for other times.

Take Actions on Appointments

Each appointment displays the Customer Name, followed by the Appointment's Summary field. If an appointment Location is available, that displays next to the pin icon: 

Note: The appointment Location may or may not be the Customer's address (e.g., if an alternate location was provided).

If the Appointment is associated with a Ticket, you can tap “Ticket” to view/change details about that ticket and Start a Timer. For more information, see Work with Tickets.

If the Appointment includes an appointment Location, you can tap “Location” to open Google maps.

If the Customer has a phone number on file, you can tap “Call” to initiate a call to that Customer.

Modify Appointments

If your Customer calls or texts you to reschedule, tap the Pencil (Edit) icon and change the appointment to a new date/time right away: 

Or if they cancel, you can tap the Trash (Delete) icon in the upper right corner.

Create New Appointments

You can create a brand new appointment from the upper right of the Appointments page too. Just tap the Calendar icon.

Note: The New Appointment page allows you to select a Customer and/or a Ticket. If you select a Ticket, the Customer field prepopulates.