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:DivisionDescriptionService Call StatusEquipment - 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.