Working with service calls

To work with service calls, choose Service Calls. To work with an existing service call, select a service call and choose More.

Use these tabs to view additional information:

• Service Call – View and change service call details.
• Appointments
• Equipment
• History – View service history at this location. Choose Request History to display a list of completed service calls.
• Tasks
• Task Materials
• Attachments
• Notes – View any additional notes associated with the service call. Depending on the MobileTech setup, you might not be able to change an existing note. You can also create a new service call note. For more information, see Create a note.

To create an appointment for a service call, select the service call and choose New Appt. For more information, see Create or change an appointment.

To create a new service call, choose the New icon. For more information, see Create or edit a service call.