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Task | For more information, see ... |
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Add labor charges for the appointment | |
Add travel charges for the appointment | |
Add expense charges for the appointment | Enter an Expense Transaction Before Completing an Appointment |
Add inventory material charges for the appointment | Enter an Inventory Transaction Before Completing an Appointment |
Add purchase charges for the appointment | |
Receive drop-ship purchase orders for the appointment | |
Complete tasks for a service call appointment | |
Collect a signature from the customer and sign off on the appointment | |
Add a resolution note |
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Equipment used for the service call
Quantity and price of the site inventory item
Inventory items from a purchase order that is associated with the invoice
Signatures
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Information
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The customer signature, if required. If a customer signature isn't captured for the completed service call, the customer signature area is blank on the field invoice. The customer signature isn't displayed on a preview invoice. See Collecting the Signature for the Field Invoice Report.