Update an appointment's status
Keep the office and field teams aligned by recording the current status of a scheduled visit.
Last verified July 22, 2026 · Nexus web app
Before you begin
Status is set for each appointment. If a job has more than one visit, confirm the appointment date and assigned technicians before making a change.
Open the appointment
- Click Jobs.
- Find the job and click its Job ID.
- Scroll to Scheduling & Appointments.
- Find the appointment you want to update.
- Click the appointment pencil to open Edit Appointment.
Review the date and assignment at the top of the dialog before changing the status.
Change the status
- Open Appointment Status.
- Choose the status that matches the current stage of the visit.
- Review the rest of the appointment details.
- Click Save Changes.
Click Cancel to close the dialog without changing the status.
What happens next
The appointment card shows the updated status. If the job contains additional appointments, update each visit separately as its work progresses.
Complete the entire job
Changing Appointment Status updates one visit. When all field work is finished and the full job is ready to close:
- Open the three-dot menu in the job header.
- Click Complete Job.
Review the job's appointments, notes, and billing before completing it.
Troubleshooting
You updated the wrong appointment
Open that appointment again, choose the correct Appointment Status, and click Save Changes. Then update the intended visit.
The status you need is not listed
Confirm the appointment's current status and that you opened the correct visit. If the expected choice is still unavailable, ask a manager to review the appointment with you.
The work is finished but the job is still open
An appointment status and the overall job are separate. Use Complete Job from the job-header menu when the entire job is ready to close.