Service Calls | WennSoft Documentation

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:

Icon	Description
	Service Call View and change service call details.
	Appointments Displays a list of appointments associated with the service call.
	Contacts To contact someone at the customer location, use this tab to view contacts who are associated with the location. If email or telephone information is set up for the contact, you can choose 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.
	History View service history at this location. Choose Request History to display a list of completed service calls. 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.
	Tasks Depending on the MobileTech setup, you may be required to enter a task response before the appointment can be completed.
	Task Materials Depending on the MobileTech setup, you can view the task materials, or replacement parts, that are associated with a task for a service call.
	Attachments You can add attachments, such as documents and images, to service calls, equipment, and tasks in Service Management. The attachments will be available to view and change from the attachments list for a service call or task in MobileTech.
	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.
	Reports View any Inspection reports or Job Safety Analysis reports available for this entity. This icon displays based your company's settings.

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 Edit a Service Call.