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.

Table of Contents

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.

Insert excerptUsing the Customer HubUsing the Customer Hubnopaneltrue

Available Data Columns

The default columns that display are:

Notes - Displays Image Removed if the note is empty or Image Removed if a note is attached.
Attachments - Displays Image Removed if no attachment exists or Image Removed if a file is attached.
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