Schedule 2023 (6.0)
Schedule 2023 (6.0)
Breadcrumbs

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 NoteOpens the Service Call note window. See Working with Notes and Attachments.Add AttachmentOpens the Service Call attachment window. See Working with Notes and Attachments.View NotesOpens the Notes/Attachments window. See Working with Notes and Attachments. (Displays if a note exists.)View AttachmentsOpens the Notes/Attachments window. See Working with Notes and Attachments. (Displays if an attachment exists.)Open Service CallOpens the Service Call window on the Schedule tab. See Viewing/Editing the Service Call.New AppointmentOpens the New Appointment window on the Schedule tab. See Creating Additional Appointments.Appointment WizardOpens 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