Page Comparison

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• 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: 
  • Double-clicking on the the service call in the Service Call tab to view the Service Call window on the Schedule tab.
  • Right-clicking on a call in the Service Call tab  to view the Service Call window on the Schedule tab. (See Viewing the Service Calls tabTab for more information.)

Viewing or editing the service call:

1. The following fields can be edited: 

   Note
   The fields displayed may depend on Schedule Settings.

   • Description
     Enter a brief description of the reason for the call.
   • Problem Type
     Use the drop-down to select a Problem Type.
   • Division
     Use the drop-down to select a Division.
   • Salesperson
     Use the drop-down to select a Salesperson
   • Service Call Type
     Use the drop-down to select a Service Call Type.
   • Priority
     This field is restricted to a single alphanumeric character. 1 is the highest priority; None, the lowest.
   • Customer P.O. Number
     Enter an alphanumeric Purchase Order Number.
   • Contract Number
     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. A Date/Time Lock  icon is displayed on the service appointment in Schedule when this is turned on. This option is available if the service call has one appointment. If the service call has more than one appointment, this option is not available.
   • Estimated Hours
     The amount of time it takes to complete the service appointment. 
   • Service Call Status
     Use the drop-down to select the Service Call Status.
   • Resolution
     Use the drop-down to select the Resolution.
   • Job Number
     Use the drop-down to select a Job Number.
   • Original Service Call
     Use the drop-down to select an original Service Call Number.
   • Caller Name/Email/Phone
     Enter a Caller Name, Email, and/or Phone number.
   • USER-DEFINED fields
     Enter information in the USER-DEFINED fields. The labels are set up in Service Management.
   • Service_User_Define_1
     Enter information in the Service_User_Define_1 field. The label is set up in Service Management.

2. You can choose any of these icons to view additional information:

   	Save
   	Cancel
   	View Service Call Time Stamps - See Viewing service call timestampsService Call Timestamps.
   	View Appointment History - See Viewing appointment historyAppointment History
   	View Service Call Tasks - See Viewing service call tasksService Call Tasks.
   	View/add Appointment Notes - See Working with notes Notes and attachmentsAttachments. Note If a note exists for this appointment, this icon displays as  .
   	Attachments - See  Working with notes Notes and attachmentsAttachments .
   	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 Working with related appointments Related Appointments and/or resource activitiesResource Activities .

3. Choose Save.