Service calls can be viewed or created in the Customer Hub or they can be created in Service Management.
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You can add/view notes and/or attachments for a customer, location, or service calls. For more information see Working with notes and attachments.
Topics on this page:
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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.
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- Right-click
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- a service call
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- and choose from the following:
- Add Note - Opens the Service Call note window.
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Creating a New Service Call
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- Service Call - The service call ID is generated when the service call is saved.
- Customer Number
- Customer Name
- Address ID
- Location Name
- Bill Customer Number
- Bill Address Code
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- Division
- Description
- Service Call Status
- Resource - The assigned technician displays but you can choose another technician.
- Start Date
- Estimated Hours
- Completion Date
- Equipment - Choose from equipment available to the customer/location.
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- See Working with notes and attachments.
- Add Attachment - Opens the Service Call attachment window. See Working with notes and attachments.
- View Note - Opens the Notes/Attachments window. See Working with notes and attachments. (Displays if a note exists.)
- View Attachment - 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 View or edit the service call.
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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