Service calls can be viewed or created in the Customer Hub or they can be created in Service Management. To create a new service call from the Customer Hub, see Creating a New Service Call. 

Viewing service calls

1. To view the service call(s) for a customer location, choose a customer in the Customer Hub.
2. In the details section of the Customer Hub, choose the Service Call tab.
3. In this tab, you can:
   1. Double-click the service call to open the service call window in the Schedule tab. See Viewing/Editing the Service Call.
   2. Right-click a service call and choose from the following: 
   • • Add Note - Opens the Service Call note window. See Working with Notes and Attachments.
     • Add Attachment - Opens the Service Call attachment window. See Working with Notes and Attachments.
     • View Notes - Opens the Notes/Attachments window. See Working with Notes and Attachments. (Displays if a note exists.)
     • View Attachments - 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 Viewing/Editing the Service Call.
     • New Appointment - Opens the New Appointment window on the Schedule tab. See Creating Additional Appointments.
     • Appointment Wizard - Opens the Appointment Wizard on the Schedule tab. See Using the Appointment Wizard.

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