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Working with service calls

To work with service calls, choose Service Calls. To work with an existing service call, select a service call and choose More. Use these tabs to view additional information:

  • Service Call – View and change service call details.

  • Appointments

  • Equipment

  • History – View service history at this location. Choose Request History to display a list of completed service calls.

  • Tasks

  • Task Materials

  • Attachments

  • Notes – View any additional notes associated with the service call. Depending on the MobileTech setup, you might not be able to change an existing note. You can also create a new service call note. For more information, see Create a note for service calls.

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

To create a new service call, choose the New icon. For more information, see Create or change a service call.

Related topic

Enter additional work for a service call

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