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:
- Double-clicking on the service call in the Service Call tab to view the Service Call window on the Schedule tab.
- Right-clicking on a call in the Service Call tab to view the Service Call window on the Schedule tab. (See Viewing the Service Calls Tab for more information.)

Viewing or editing the service call:

The following fields display, although not all may be edited:

The fields displayed depend on Schedule Settings.
- Customer Number
  Displays the customer ID.
- Customer Name
  Displays the customer name.
- Address ID
  Displays the address ID.
- Location Name
  Displays the location name.
- Service Call
  Displays the service call ID.
- BOB Work Order
  Displays the BOB work order number if the service call originates from Building Optimization Broker.
- Description
  Enter a brief description of the reason for the call.
- Problem Type
  Use the drop-down to select a Problem Type.
- Division
  Use the drop-down to select a Division.
- Salesperson
  Use the drop-down to select a Salesperson
- Service Call Type
  Use the drop-down to select a Service Call Type.
- Priority
  This field is restricted to a single alphanumeric character. 1 is the highest priority; None, the lowest.
- Customer P.O. Number
  Enter an alphanumeric Purchase Order Number. This field may be required depending on your company's settings.
- Contract Number
  You can assign contract numbers to all types of service calls.
- 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.
- Resource
  The technician assigned to the service call.
- Start Date and Time
  The date and start time of the service call.
- Date/Time Lock
  Prevents the call from being rolled forward when Auto-Roll Calls Forward is used. A Date/Time Lock icon is displayed on the service appointment in Schedule when this is turned on. This option is available if the service call has one appointment. If the service call has more than one appointment, this option is not available.
- Estimated Hours
  The amount of time it takes to complete the service appointment.
- Service Call Status
  Use the drop-down to select the Service Call Status.
- Bill Customer ID
  Displays the Bill Customer ID, if applicable to the service call.
- Bill Address ID
  Displays the address ID of the Bill Customer, if applicable to the service call.
- Resolution
  Use the drop-down to select the Resolution.
- Job Number
  Use the drop-down to select a Job Number.
- Original Service Call
  Use the drop-down to select an original Service Call Number.
- Caller Name/Email/Phone
  Enter a Caller Name, Email, and/or Phone number.
- USER-DEFINED fields
  Enter information in the USER-DEFINED fields. The labels are set up in Service Management.
- Service_User_Define_1
  Enter information in the Service_User_Define_1 field. The label is set up in Service Management.

You can choose any of these icons to view additional information:

	Save
	Cancel
	View Service Call Time Stamps - See Viewing Service Call Timestamps.
	View Appointment History - See Viewing Appointment History
	View Service Call Tasks - See Viewing Service Call Tasks.
	View/add Appointment Notes - See Working with Notes and Attachments. If a note exists for this appointment, this icon displays as .
	Attachments - See Working with Notes and Attachments .
	View Related Appointments - To view the related by appointments by the Group ID, choose the drop-down next to the Related Appointments icon and then choose By Group ID . See Working with Related Appointments and/or Resource Activities .

Choose Save.