Service calls can be viewed or created in the Customer Hub or they can be created in Service Management. To create a new service call from the Customer Hub, see Creating a Service Call.
Viewing Service Calls
To view the service call(s) for a customer location, select a customer in the Customer Hub.
In the details section of the Customer Hub, select the Service Call tab.
In this tab, you can:
Double-click the service call to open the service call window in the Schedule tab. See Viewing/Editing the Service Call.
Right-click a service call and select from the following:
Add Note
Opens the Service Call note window. See Working With Notes and Attachments.Add Attachment
Opens the Service Call attachment window. See Working With Notes and Attachments.View Notes
Opens the Notes/Attachments window. See Working With Notes and Attachments. (Displays if a note exists.)View Attachments
Opens the Notes/Attachments window. See Working With Notes and Attachments. (Displays if an attachment exists.)Open Service Call
Opens the Service Call window on the Schedule tab. See Viewing/Editing the Service Call.New Appointment
Opens the New Appointment window on the Schedule tab. See Creating Additional Appointments.Appointment Wizard
Opens the Appointment Wizard on the Schedule tab. See Using the Appointment Wizard.
Available Data Columns
The default columns that display are:
Notes
Attachments
Service Call
Call Date
Description
Type
Problem Type
Primary Resource
Status
Priority
Completed
Division
Service Area
Caller Name
Caller Email Address
Caller Phone #
Service_User_Define_1
You can add the following columns:
Salesperson
Contract Number
Estimate Hours
Affiliate
Region
Branch
Original Work Order
Job Number
Resolution
Modified Date
Bill Customer
Bill Location
Modified User
Priority UDF Label
UDF 1 Label
UDF 2 Label
UDF 3 Label
UDF 4 Label
Opened Date
Service Call Source
Service Call Source ID 1
Service Call Source ID 2