Viewing the Service Calls Tab

Service calls can be viewed or created in the Customer Hub or they can be created in Service Management. To create a new service call from the Customer Hub, see Creating a Service Call. 

Viewing Service Calls

1. To view the service call(s) for a customer location, select a customer in the Customer Hub.

2. In the details section of the Customer Hub, select the Service Call tab.

3. In this tab, you can:

   • Double-click the service call to open the service call window in the Schedule tab. See Viewing/Editing the Service Call.

   • Right-click a service call and select from the following: 

     • Add Note
       Opens the Service Call note window. See Working With Notes and Attachments.

     • Add Attachment
       Opens the Service Call attachment window. See Working With Notes and Attachments.

     • View Notes
       Opens the Notes/Attachments window. See Working With Notes and Attachments. (Displays if a note exists.)

     • View Attachments
       Opens the Notes/Attachments window. See Working With Notes and Attachments. (Displays if an attachment exists.)

     • Open Service Call
       Opens the Service Call window on the Schedule tab. See Viewing/Editing the Service Call.

     • New Appointment
       Opens the New Appointment window on the Schedule tab. See Creating Additional Appointments.

     • Appointment Wizard
       Opens the Appointment Wizard on the Schedule tab. See Using the Appointment Wizard.

Available Data Columns

The default columns that display are: 

• Notes

• Attachments

• Service Call

• Call Date

• Description

• Type

• Problem Type

• Primary Resource

• Status

• Priority

• Completed

• Division

• Service Area

• Caller Name

• Caller Email Address

• Caller Phone #

• Service_User_Define_1

You can add the following columns: 

• Salesperson

• Contract Number

• Estimate Hours

• Affiliate

• Region

• Branch

• Original Work Order

• Job Number

• Resolution

• Modified Date

• Bill Customer

• Bill Location

• Modified User

• Priority UDF Label

• UDF 1 Label

• UDF 2 Label

• UDF 3 Label

• UDF 4 Label

• Opened Date

• Service Call Source

• Service Call Source ID 1

• Service Call Source ID 2