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The following fields can be edited:
Note The fields displayed may depend on Schedule Settings.
- Description
- Problem Type
- Division
- Salesperson
- Service Call Type
- Priority
- Customer P.O. (Purchase Order) Number
- Contract Number
Equipment - You can assign contract numbers to all types of service calls. - 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. - Resource
The technician assigned to the service call. - Start Date and Time
The date and start time of the service call. - Date/Time Lock
Prevents the call from being rolled forward when Auto-Roll Calls Forward is used. - Estimated Hours
The amount of time it takes to complete the service appointment. - Service Call Status
- Resolution
- Job Number
- Original Service Call
- Caller Name/Email/Phone
- USER-DEFINED fields
- Service_User_Define_1
You can choose any of these icons to view additional information:
Save Cancel View Service Call Time Stamps - See Viewing service call timestamps. View Appointment History - See Viewing appointment history View Service Call Tasks - See Viewing service call tasks. View/add Appointment Notes - See Working with notes and attachments.
Note If a note exists for this appointment, this icon displays as .
Attachments - See Working with notes and attachments . View Related Appointments - To view the related by appointments by the Group ID, choose the drop-down next to the Related Appointments icon and then choose By Group ID . See Viewing related appointments . - Choose Save.