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Choose New Service Call (or choose Service Calls, and then choose the New
icon). Enter information in these fields. You can enter information in the order that the fields are shown in the pane. Or, you can select a piece of equipment in the Equipment field, and the customer and location information that is associated with that piece of equipment is displayed.
Field Description Customer Location *
Begin entering Enter the Customer or Location name (customer or location) to create the service call for. The customers that you can select depend on the MobileTech setup.
Date Opened
Displays the system date and time. You can't change this information.
Call Type *
Choose a call type that describes the nature of the work to be done, such as EMG for emergency or MC for maintenance.
Problem Type
Choose a problem type that describes the problem that needs to be fixed, such as Alarms going off or Brake repairs.
Equipment
Choose the equipment that is associated with this service call.
Note In SERVER MODE, the equipment lookup may be blank until the customer location is selected.
You can choose equipment for the customer location, or you can choose the equipment first, and the customer and location information is displayed. Enter information about the equipment – such as the equipment ID, serial number, or model number – to easily locate a piece of equipment.
If your company uses barcodes, choose the Barcode
icon to populate the service call fields. For more information on barcodes, see Scan barcodes. The Barcode icon is visible based on your company's settings.Customer PO #
If applicable, enter the purchase order number that is associated with this service call.
Note This field is required only if a purchase order number is required to create a service call in the host system. If necessary, you can change or remove the purchase order number in this field.
Description
Enter a short description. This description is used together with the service call ID to help identify the service call.
Internal Note
Mark the check box if description note should be internal only and won't displayed on customer reports. If the check box is unmarked, the note will be display on customer reports.
*Required field
- Choose the Save
icon. Because the service call doesn't have an ID until after you sync, it appears on the list of service calls as a pending service call. When you're ready to send the pending service call to the host system and you complete the service call creation process, choose the Sync icon.
Note The sync date range that is created by the Start Sync and End Sync dates must include the date of the call in order to successfully sync and create the service call.
- After the service call is created, the Equipment tab might be blank. At the top of the tab, choose the View Unassigned filter to update the list of equipment records from the location.
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