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 icon.
- The Customer Hub by right-clicking on a call in the Service Call tab. (See Viewing the Service Calls tab for more information.)
- 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
You can choose any of these icons to view additional information:
--Save Cancel View Service Call Time Stamps View Appointment History View Service Call Tasks - - Service Call Notes
- - View Attachments
- - Related appointments - Notify Customer
- Choose Save.
View/add Appointment Notes
| |||
View Related Appointments |