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 new service call.
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Viewing service calls
- To view the service call(s) for a customer location, choose a customer in the Customer Hub.
- In the details section of the Customer Hub, choose 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 choose from the following:
- Add Note - Opens the Service Call note window. See 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.
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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