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Service Call window: Select the View Call Costs button in the ribbon.
Service Manager window:
Select the customer and location. Right-click on a service call in the scrolling window and select View Service Call Costs.
Select the customer and location. Select the History icon. In the Service Call Lookup by Customer window, right-click on a service call in the scrolling window, and select View Service Call Costs.
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In the Service Call Costs window, the following service call information is automatically populated:
Customer ID
Location Address ID
Service Call ID
Service Call Note
Date
Description
Description Note
Problem Type
Call Type
Division
Contract Number
Call Status
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. This included unposted purchase orders, which is a saved purchase order that isn’t committed.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
Select the Equipment, Materials, Subcontractor, or Other row header to view all costs for the service call for that category.
Select the Labor row header to view all Labor transactions for the service call.
You can scroll through the service calls on the If you have the Service Call window to open, you can update the Service Call Costs window with the displayed by using the scroll buttons on the Service Call window to scroll to a different service call information.
Enter Manually Added Cost Transactions
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