View or edit the service call

You can easily view the service call from the schedule board.

1. Right-click the appointment and then choose Open Service Call.

2. The following fields can be edited:

   • Division

   • Description

   • Service Call Status

   • Equipment - If the service call already has equipment assigned in Service Management, the field in Schedule is display-only. Only equipment that is active for the customer and location can be selected.

   • Caller Name/Email/Phone

3. You can choose any of these icons to view additional information:

   •  - Service Call Time Stamps

   •  - Service Call Tasks

   •   - Service Call Notes

   •  - View Attachments

   •  - Related appointments

   •  - Notify Customer

4. Choose Save.