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Creating a new service call
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Creating a new service call

Owned by Documentation Reviewer
Last updated: May 28, 2024 by Kimberly OnnenVersion comment
You can initiate a new service call for a customer from the Customer Hub. This opens the New Service Call window on the Schedule tab.
  1. To create a new service call from the Customer Hub, right-click on the customer from the list.
  2. Choose Create New Service Call for <customer name - location>.
  3. Choose the Schedule tab to see the New Service Call window.
  4. 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
  5. 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.
  6. Choose Save.