You can easily view the service call from:
- The schedule board by right-clicking a service appointment and then choosing Open Service Call.
- The service appointment by choosing the View Service Call
icon.
- The Customer Hub by right-clicking on a call in the Service Call tab. (See Viewing the Service Calls tab for more information.)
- The following fields can be edited:
- Division
- Description
- Service Call Status
- Equipment - If the service call already has equipment assigned in Service Management, the field in Schedule is display-only. Only equipment that is active for the customer and location can be selected.
- Caller Name/Email/Phone
You can choose any of these icons to view additional information:
Save 
Cancel 
View Service Call Time Stamps 
View Appointment History 
View Service Call Tasks 
View/add Appointment Notes
See Working with notes.If a note exists for this appointment, this icon displays as
.
View Related Appointments - Choose Save.