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You can view attachments that are related to a service call. You can also add attachments that pertain to a service call or service appointment. Documentation Reviewer

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attachments_table
attachments_table
ATTACHMENTS TABLE

Schedule BoardCustomer Hub

Appointment

  • Right-click the appointment and choose Add New Appointment Note.
  • In the Appointment window, if no notes attachments currently exist, choose the View Appointment Notes Image Removed Attachments Image Added icon.
  • In the Appointment window, if notes currently existthere are attachments, choose the View Appointment Notes Image RemovedAttachments Image Addedicon. Then choose the Add Note Image RemovedAttachment Image Added icon. 
  • Select the customer and then choose the Open Appointments tab. Right-click on the appointment and choose Open Appointment. In the Appointment window, choose
Add Note
  • the Add Attachment Image Added or View Attachment icon.
Service Call
  • Right-click on the service appointment and choose View Service Call to open the Service Call window.
    • If no attachments currently exist, choose the View Attachments Image Added icon.
    • If there are attachments, choose the View Attachments Image Addedicon. Then choose the Add Attachment Image Added icon. 
  • Select the customer and then choose the Open Appointments tab. Right-click on the service appointment and choose Open Service Call.
  • Select the customer and then choose the Service Calls tab. Right-click on the service call and choose Open Service Call.
Customer
  • Right-click the customer and choose Add Customer Note (or View Customer Notes and then choose the Add Note icon).
Location
  • Right-click the customer and choose Add Location Note (or View Location Notes and then choose the Add Note icon).
Equipment
  • Select the customer and then choose the Equipment tab. Right-click on the equipment and choose Add Note.
Contracts
  • Select the customer and then choose the Contracts tab. Right-click on the contract and choose Add Note.

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  1. On the schedule board, right-click the service appointment, and then choose Open Service Call.
  2. Choose the Attachment Image Removedicon. If an attachment existsthe View Attachments Image Added icon. If no attachments exist, the icon displays as Image RemovedImage Added.
  3. In the Attachments for Service Call window double-click the attachment to view.

Add an new attachment

  1. On the schedule board, right-click the service appointment, and then choose Open Service Call.  
  2. Choose the Attachment Image Removed iconSee the Attachments table above for information on how to access the Attachment window.
  3. In the Attachments for Service Call window, choose Add New Attachment icon. The Attachments window is displayed.
  4. Enter the Description.
  5. Edit the Date, if needed.
  6. Select Choose File.
  7. Choose SELECT FILE and In the Open window, choose the file and then choose Open. Choose Upload FileOr you can drag and drop the file to the window.
  8. Select UPLOAD FILE.
  9. Close the Attachments for Service Call window.

Adding an additional attachment