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 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 can be edited:
The fields displayed may depend on Schedule Settings.
- Description
- Problem Type
- Division
- Salesperson
- Service Call Type
- Priority
- Customer P.O. (Purchase Order) Number
- 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. - Estimated Hours
The amount of time it takes to complete the service appointment. - Service Call Status
- Resolution
- Job Number
- Original Service Call
- Caller Name/Email/Phone
- USER-DEFINED fields
- Service_User_Define_1
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 Viewing related appointments . - Choose Save.