Viewing Service Call Status Information

The Service Call Status window allows you to view unposted, committed and actual costs as well as anticipated billable information. The costs displayed are all costs for the service call, not for a specific invoice. Margin information is also displayed although tax information is not included. The Service Call Status window also provides zoom capability to the cost categories and cost types for the service call.

1. To access the Service Call Status window, go to Inquiry > Signature Service Management > Service Call Status.
2. Enter the following information:
   • Customer ID
   • Location Address ID

   • Service Call ID 

     

     Use the blue arrow Go to button to open the Service Call Inquiry window. This information displayed in this window can be sorted by choosing any of the column headers. For example, by service call ID or technician.

3. The following service call general information displays:
   • Date
   • Description
   • Problem Type
   • Call Type
   • Call Status
   • Division
   • Priority
   • Contract Number
4. The cost and billing information section displays the following information:
   • Unposted Costs
     To view all unposted cost transactions for the service call, zoom on the Unposted Costs column header.
   • Committed Costs
     To view all committed cost transactions for the service call, zoom on the Committed Costs column header.
   • Actual Costs
     To view all actual cost transactions for the service call, zoom on the Actual Costs column header.
   • Anticipated Billable
     This amount does not include any tax information.
   • Anticipated Percent Markup
     Subtotal Anticipated Billable - Total Anticipated Cost
5. Select the Equipment, Materials, Subcontractor, or Other row header to view all costs for the service call for that category. To view the costs for a specific invoice, highlight the invoice and then use the zoom.
6. Select the Labor row header to view all Labor transactions for the service call. To view the transactions for a specific invoice, highlight the invoice and then use the zoom.

7. Select the Invoices button to open the Invoice Inquiry window that displays all posted or saved to batch invoices associated with the service call. 

   

   If you also have the Service Invoice window open and have not saved that invoice, should you select to open that invoice in Service Call Status window, the invoice will display as blank.

Printing the SRS Service Call Status Report

The SRS Service Call Status report includes a summary of the Service Call Status window. To print the report, select Print.