Service Calls

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.
	Contacts View contacts who are 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.
	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.
	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, service and/or job appointments, equipment, and tasks in Service Management. The attachments will be available to view and change from the attachments list for a service call, appointment, 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 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.