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You can easily view the service call from the :

  • The schedule board

...

  • by right-clicking a service appointment and then

...

  • choosing Open Service Call.
  • The service appointment by choosing the View Service Call Image Added icon.
  • The Customer Hub by right-clicking on a call in the Service Call tab. (See Viewing the Service Calls tab for more information.)


  1. The following fields can be edited:
    • Division
    • Description
    • Service Call Status
    • Equipment - If the service call already has equipment assigned in Service Management, the field in Schedule is display-only. Only equipment that is active for the customer and location can be selected.
    • Caller Name/Email/Phone
  2. You can choose any of these icons to view additional information:

    Image Removed -

    Image Added

    Save

    Image Added

    Cancel

    Image Added

    View Service Call Time Stamps
    Image Removed -

    Image Added

    View Appointment History

    Image Added

    View Service Call Tasks
  3. Image Removed  - Service Call Notes
  4. Image Removed - View Attachments
  5. Image Removed - Related appointments
  6. Image Removed - Notify Customer

    Image Added

    View/add Appointment Notes
    See Working with notes.

    Note

    If a note exists for this appointment, this icon displays as Image Added.




    Image Added

    View Related Appointments


  7. Choose Save.