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Select New Service Call (or select Service Calls and then select the New icon).
Enter information in these fields. You can enter information in the order that the fields are shown in the pane. Or, you can select a piece of equipment in the Equipment field, and the customer and location information that is associated with that piece of equipment is auto-populated in the Service Call form. (*Required field)
Customer Location*: Begin entering the Customer Location name (customer, location, or address line 1). As you enter the customer or location, the drop-down updates with the data to select. The customers that you can select depend on the MobileTech setup. Depending on your setup, if you are allowed to create a service call for a Bill Only customer location, you will see the $ indicator. This indicator will not display if you are not able to create a service call for a Bill Only customer location.
Date Opened: Displays 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.
Note: If you are creating an MC call, you must select equipment that is covered by a contract.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. (In SERVER MODE, the equipment lookup may be blank until the customer location is selected.) You can select equipment for the customer location, or you can select the 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.
If the equipment is on a contract, the This field is required if you are creating a service call with an MC call type, you are must select a piece of equipment that is associated with a contract. The contract indicator displays to the left of the equipment.
If your company uses barcodes, select the Barcode icon to populate the service call fields. For more information on barcodes, see Scan Barcodes. The Barcode icon is visible based on your company's settings.
Customer PO #: If applicable, enter Enter the purchase order number that is associated with this service call, if appplicable. This field is required only if a purchase order number is required to create a service call in the host system. If necessary, you You can change or remove the purchase order number in this field.
Description: Enter a description. This description is used together with the service call ID to help identify the service call. If the service call description exceeds 30 characters a note is created that contains the entire description. This note can be viewed in Signature and Schedule.
Is Internal: Mark the checkbox if the description note should be internal only and won't display on customer reports. If the checkbox is unmarked, the note displays on customer reports.
In the Appointment Details section, you can enter additional appointment information.
Start Date: Select the date and time of the appointment.
Estimate Hours: Enter the estimated number of hours for the appointment.
Description: Enter a description to help identify the appointment. If the appointment description exceeds 50 characters a note is created that contains the entire description.
Is Internal: Mark if the description note should be internal only and won't display on customer reports. If the checkbox is unmarked, the note will display on customer reports.
Status: The status of the appointment.
If AutoStatusUpdate is set, this will be the status that defaults in this field. See Mobile Device Global Settings.
If TimeLogStatusUpdate is set, while this status is available in the status list, when selected, technicians will be prompted to synchronize their device. This status can only be selected when the technician is ready to time into in to the appointment, not when creating the appointment. See Time Log Settings.
Select the Save icon. Because the service call doesn't have an ID until after you sync, it appears on the list of service calls as a pending service call.
When you're ready to send the pending service call to the host system and you complete the service call creation process, select the Sync icon. The sync date range that is created by the Start Sync and End Sync dates must include the date of the call to successfully sync and create the service call.
After the service call is created, the Equipment tab might be blank. At the top of the tab, select the View Unassigned filter to update the list of equipment records from the location.
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