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Field | Description |
*Customer | Select the customer to create the service call for. If you selected the location first, the customer who’s associated with that location is displayed. The customers that you can select from depend on the MobileTech setup. |
*Location | Select the customer location to create the service call for. If you select the location before the customer, the Customer field displays the customer who’s associated with the selected location. |
Date Opened | The system date and time. You can't change this information. |
*Call Type | Select a call type that describes the nature of the work to be done, such as EMG for emergency or MC for maintenance. |
Problem Type | Select a problem type that describes the problem that needs to be fixed, such as Alarms going off or Brake repairs. |
Equipment | Select the equipment that is associated with this service call. The equipment lookup might be blank until after the service call is created and equipment is updated from the location record. You can select a piece of equipment for the customer and location, or you can select a piece of equipment first, and the customer and location information is displayed. Enter information about the equipment – such as the equipment ID, serial number, or model number – to easily locate a piece of equipment. |
Customer PO # | If applicable, enter the purchase order number that is associated with this service call. Note: This field is required only if a purchase order number is required to create a service call in the host system. If necessary, you can change or remove the purchase order number in this field. |
Description | Enter a short description. This description is used together with the service call ID to help identify the service call. |
Internal Note | Choose Yes if the description note should be internal only. An internal note isn't displayed on customer reports. Choose No if the note isn't internal. |
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