Service Calls | WennSoft Documentation

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

Use these tabs to view additional information:

Icon	Description
	Service Call View and change service call details.
	Appointments Displays a list of appointments associated with the service call. See Appointments.
	Contacts To contact someone at the customer location, use this tab to view contacts associated with the location. If email or telephone information is set up for the contact, you can select the appropriate icon to launch your email app or call the contact. To add or edit contacts, see Create or Edit Location Contacts.
	Equipment View the equipment that is associated with the service call. See Equipment.
	History View service history at this location. Select the History tab to open the History form. Select the Redisplay icon to display a list of completed or closed service calls. To include open service calls, mark the Include Open Calls checkbox and then select the Redisplay icon. The Service History displays the list of service calls, with the service call ID, call description (if available), and date, displayed on the call title bar. Select the call to view additional details. This option requires internet access.
	Tasks Depending on the MobileTech setup, you may be required to enter a task response before the appointment can be completed. See Tasks.
	Task Materials Depending on your MobileTech setup, you can view task materials or replacement parts linked to a service call task. See Task Materials.
	Attachments You can add attachments like documents and images to service calls, appointments, equipment, and tasks in Service Management. You can view and edit these attachments from the attachments list in MobileTech. See Attachments.
	Notes View additional notes linked to the service call. Depending on the MobileTech setup, you may not be able to edit existing notes. You can create a new service call note. See Notes.
	Reports View any MobileTech+ reports or Job Safety Analysis reports available for this entity. This icon displays based on your company's settings.

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

To create a new service call, select the New icon. For more information, see Create or Edit a Service Call.

See also: