Use the Service Call Pages

The Call page lists the service calls for the customer location. You can display maintenance contract calls in addition to service calls by marking Include Maintenance. You can also filter the information on this page by using the Show list to view all calls, open calls, or historical calls. The fields on the Call pages are a subset of the fields on the Service Management Series Dispatch Board.

View Call Details

1. On the Calls page, select the lookup icon for a service call ID.
2. On the Call Details page, view detailed information, such as appointments and tasks, for the selected service call.
3. To view detailed information about the appointments or tasks for the service call, select Call > Appointment or Task.
4. On the Appointments or Tasks page, use the other options in the Call menu to view additional information. Depending on the permissions that are set up for you, you can view service call, appointment, task, and cost details for the selected service call. You also can view any timestamps, attachments, and notes that are associated with the service call.

Attach a Document to a Service Call

1. On the Calls page, select the lookup icon for a service call ID.
2. On the Call Details page, select Call > Attachment.
3. On the Attachment page, select Browse to locate and select an attachment.
4. Optional: Enter a description for the attachment.
5. Select Add. The attachment appears in the list of attachments for the selected service call.

Create a Service Call

You can use the New Call icon to create a service call that can be viewed by the service company's dispatcher. This icon is available only if you're set up to create service calls.

1. Select the New Call icon.
2. On the New Call page, select the information to create the service call for.
3. Select Submit. 
4. A message informs you when the call is created successfully, and the new service call ID is displayed. A service appointment is created for the default technician for the location. If no default technician is assigned to the location, the technician is listed as Unassigned.
5. You can select the lookup icon for the service call ID or use the Call menu to open the Call Details page, which displays details about the service call. For more information, see View call details.