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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 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:

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
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