You can create a service call for any customer that you have access to. When you create a service call from your mobile device, the service call appointment is assigned to you. You also can change some of the information on a service call after it has been created. Table of ContentsmaxLevel1

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Create a Service Call

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To create the service call:

1. Choose Select New Service Call (or choose select Service Calls and then choose select the New Image RemovedNew icon). 

2. 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 displayedauto-populated in the Service Call form.

   Field	Description
   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 chooseselect. The customers that you can select depend on the MobileTech setup.
   Date Opened	Displays the system date and time. You can't change this information.
   Call Type *	Choose Select a call type that describes the nature of the work to be done, such as EMG for emergency.
   Problem Type	Choose Select a problem type that describes the problem that needs to be fixed, such as Alarms going off or Brake repairs.
   Equipment	Choose Select the equipment that is associated with this service call. Note In SERVER MODE, the equipment lookup may be blank until the customer location is selected. You can choose select equipment for the customer location, or you can choose 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 contract indicator Image Removed displays to the left of the equipment. If your company uses barcodes, choose select the Barcode Image Removed 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 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	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 will be display displayed on customer reports.

   *Required field

3. In the Appointment Details section, you can enter additional appointment information. 

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4. Choose Select the Save Image Removed 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.

5. When you're ready to send the pending service call to the host system and you complete the service call creation process, choose select the Sync Image Removed icon. 

   Note
   The sync date range that is created by the Start Sync and End Sync dates must include the date of the call in order to successfully sync and create the service call.

   
   

6. After the service call is created, the Equipment tab might be blank. At the top of the tab, choose select the View Unassigned filter to update the list of equipment records from the location.

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