The schedule board by right-clicking a service appointment and then selecting Open Service Call.
The service appointment by selecting the View Service Call icon.
The Customer Hub by:
Double-clicking on the service call in the Service Call tab to view the Service Call window on the Schedule tab.
Right-clicking on a call in the Service Call tab to view the Service Call window on the Schedule tab. (See Viewing the Service Calls Tab for more information.)
Viewing or editing the service call:
The following fields display, although not all may be edited:
The fields displayed depend on Schedule Settings.
Customer Number Displays the customer ID.
Customer Name Displays the customer name.
Address ID Displays the address ID.
Location Name Displays the location name.
Service Call Displays the service call ID.
BOB Work Order Displays the BOB work order number if the service call originates from Building Optimization Broker.
Description Enter a brief description of the reason for the call.
Problem Type Use the drop-down to select a Problem Type.
Division Use the drop-down to select a Division.
Salesperson Use the drop-down to select a Salesperson
Service Call Type Use the drop-down to select a Service Call Type.
Priority This field is restricted to a single alphanumeric character. 1 is the highest priority; None, the lowest.
Customer P.O. Number Enter an alphanumeric Purchase Order Number. This field may be required depending on your company's settings.
Contract Number You can assign contract numbers to all types of service calls.
Equipment If the service call already has equipment assigned in Service Management, the field in Schedule is display-only. Only the equipment that is active for the customer and location can be selected.
Resource The technician that is assigned to the service call.
Start Date and Time The date and start time of the service call.
Date/Time Lock Prevents the call from being rolled forward when Auto-Roll Calls Forward is used. A Date/Time Lock icon is displayed on the service appointment in Schedule when this is turned on. This option is available if the service call has one appointment. If the service call has more than one appointment, this option is not available.
Estimated Hours The amount of time it takes to complete the service appointment.
Service Call Status Use the drop-down to select the Service Call Status.
Bill Customer ID Displays the Bill Customer ID, if applicable to the service call.
Bill Address ID Displays the address ID of the Bill Customer, if applicable to the service call.
Resolution Use the drop-down to select the Resolution.
Job Number Use the drop-down to select a Job Number.
Original Service Call Use the drop-down to select an original Service Call Number.
Caller Name/Email/Phone Enter a Caller Name, Email, and/or Phone number.
USER-DEFINED fields Enter information in the USER-DEFINED fields. The labels are set up in Service Management.
Service_User_Define_1 Enter information in the Service_User_Define_1 field. The label is set up in Service Management.
You can select any of these icons to view additional information:
