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View or edit the service call
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View or edit the service call

Owned by Documentation Reviewer
Last updated: May 28, 2024 by Kimberly OnnenVersion comment

You can easily view the service call from the schedule board.

  1. Right-click the appointment and then choose Open Service Call.
  2. 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
  3. You can choose any of these icons to view additional information:
    •  - Service Call Time Stamps
    •  - Service Call Tasks
    •   - Service Call Notes
    •  - View Attachments
    •  - Related appointments
    •  - Notify Customer
  4. Choose Save.