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 New Service Call.

Viewing service calls

To view the service call(s) for a customer location, choose a customer in the Customer Hub.
In the details section of the Customer Hub, choose the Service Call tab.
In this tab, you can:
1. Double-click the service call to open the service call window in the Schedule tab. See Viewing/Editing the Service Call.
2. Right-click a service call and choose 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