Service calls can be viewed or created in the Customer Hub or they can be created in Service Management. To create a new service call from the Customer Hub, see Creating a New Service Call. 

Viewing

Service Calls

1. To view the service call(s) for a customer location, choose a customer in the Customer Hub.
2. In the details section of the Customer Hub, choose the Service Call tab.
3. In this tab, you can:
   • Double-click the service call to open the service call window in the Schedule tab. See Viewing/Editing the Service Call.
   • Right-click a service call and choose from the following: 
     • Add Note - Opens the Service Call note window. See Working with Notes and Attachments.
     • Add Attachment - Opens the Service Call attachment window. See Working with Notes and Attachments.
     • View Notes - Opens the Notes/Attachments window. See Working with Notes and Attachments. (Displays if a note exists.)
     • View Attachments - Opens the Notes/Attachments window. See Working with Notes and Attachments. (Displays if an attachment exists.)
     • Open Service Call - Opens the Service Call window on the Schedule tab. See Viewing/Editing the Service Call.
     • New Appointment - Opens the New Appointment window on the Schedule tab. See Creating Additional Appointments.
     • Appointment Wizard - Opens the Appointment Wizard on the Schedule tab. See Using the Appointment Wizard.

Available

Data Columns

The default columns that display are: 

You can add the following columns: