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  1. Select Cards > Service Management > Service Manager

  2. Select a customer and then select the History indicator. 

  3. From the Service Call Lookup by Customer window, double-click the service call.

  4. From On the Service Call window, select Go To, and then select Service Call Coststhe View Costs button in the ribbon. The Customer ID, Location Address ID, and Service Call ID fields are automatically populated from the service call and the service call information..

  5. View the following service call information:

    • Date

    • Description

    • Problem Type

    • Call Type

    • Division

    • Contract Number

    • Call Status

  6. The cost and billing information section displays the following information:

    • Unposted Costs
      To view all unposted cost transactions for the service call, zoom on the Unposted Costs column header.

    • Committed Costs
      To view all committed cost transactions for the service call, zoom on the Committed Costs column header.

    • Actual Costs
      To view all actual cost transactions for the service call, zoom on the Actual Costs column header.

    • Anticipated Billable
      This amount does not include any tax information.

    • Anticipated Percent Markup
      Subtotal Anticipated Billable - Total Anticipated Cost

  7. Select the Equipment, Materials, Subcontractor, or Other row header to view all costs for the service call for that category. To view the costs for a specific invoice, highlight the invoice and then use the zoom.

  8. Select the Labor row header to view all Labor transactions for the service call. To view the transactions for a specific invoice, highlight the invoice and then use the zoom.

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