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.