Use the Service Call Transfers window to view the cost and billing transfers from service calls that are pending (not transferred) or have been transferred. From this window, using the context menu, you can also view the service call, call status, unposted cost, as well as initiate the transfer of the billing and costs to the job.
On the Job Status window, you can quickly see
Select Inquiry > Job Cost > Job Status.
Select a job, then select Call Transfers.
The Pending Service Call Transfers section displays any service calls where the job ID has been associated with a service call (entered on the Service Call window) but has not been transferred to the job.
Right-click on any service call listed here to:
View Service Call
View the service call in the Service Call window.View Call Status
View the call status in the Service Call Status window.View Unposted Costs
View the unposted costs in the Unposted Costs window.Transfer Service Call
If there are any costs or billable amounts to transfer, the Transfer Service Costs to Job window opens. For detailed information, see Transferring Costs and Billing from a Service Call to a Job.