Schedule 2021 (4.7)
Schedule 2021 (4.7)
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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. 

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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