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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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  1. 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

  2. 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

  3. Select the Equipment, Materials, Subcontractor, or Other row header to view all costs for the service call for that category.

  4. 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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