Versions Compared

Version Old Version 2 New Version 3
Changes made by

Documentation Reviewer

Documentation Reviewer

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

  1. To access the Service Call Status window, go to Inquiry > Signature Service Management > Service Call Status.
  2. Enter the following information:
    • Customer ID
    • Location Address ID

    • Service Call ID 

      Note

      Use the blue arrow Go to button to open the Service Call Inquiry window. This information displayed in this window can be sorted by choosing any of the column headers. For example, by service call ID or technician.


  3. The following service call general information displays:
    • Date
    • Description
    • Problem Type
    • Call Type
    • Call Status
    • Division
    • Priority
    • Contract Number
  4. The cost and billing information section displays the following information:
    • Unposted Costs:
      To view all unposted cost transactions for the service call, zoom on the Unposted Costs column header.
    • Committed Costs:
      To view all committed cost transactions for the service call, zoom on the Committed Costs column header.
    • Actual Costs:
      To view all actual cost transactions for the service call, zoom on the Actual Costs column header.
    • Anticipated Billable:
      This amount does not include any tax information.
    • Anticipated Percent Markup:
      Subtotal Anticipated Billable - Total Anticipated Cost
  5. Choose the Equipment, Materials, Subcontractor, or Other row header to view all costs for the service call for that category. To view the costs for a specific invoice, highlight the invoice and then use the zoom.
  6. Choose the Labor row header to view all Labor transactions for the service call. To view the transactions for a specific invoice, highlight the invoice and then use the zoom.

  7. Choose the Invoices button to open the Invoice Inquiry window that displays all posted or saved to batch invoices associated with the service call. 

    Note

    If you also have the Service Invoice window open and have not saved that invoice, should you choose to open that invoice in Service Call Status window, the invoice will display as blank.


...