Viewing the Service Manager Inquiry Window

Use the Service Manager Inquiry window for a read-only view of service call information.

1. Select Inquiry > Service Management > Service Manager.
2. Enter the Customer ID or use the lookup.
3. The following fields auto-populate:
   • Checkboxes:
     • Hold
     • Inactive
     • Temporary
   • Customer Name
   • Location Address ID
   • Location Name
   • Address 1
   • Address 2
   • City
   • State
   • ZIP Code
   • Contract 1
   • Phone 1
4. Enter a Contract ID, if necessary.
5. After entering the contract ID, the following fields auto-populate, if available:
   • Checkboxes:
     • Hold
     • Canceled
   • Contract Type
   • Equipment ID
   • Sublocation ID

6. Icons on this window provide access to additional inquiry windows:

   • Summary: A Stop-and-Go Light that indicates a customer's accounts receivable status. Select the icon to open the Customer Payment Summary Inquiry window.

   • Branch: Select to open the Global Filter View window.

   • History: Select to view the Service Call Lookup by Customer window. Click on a service call and then click Select to open the Service Call Inquiry window.