- To create a new service call from the Customer Hub, right-click on the customer from the list.
- Choose Create New Service Call for <customer name - location>.
- Choose the SCHEDULE tab to see the New Service Call window.
- The following fields are not editable:
- 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
- Complete the following fields, only Division is required:
- 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.
- Choose Save.
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