Creating a new service call

You can initiate a new service call for a customer from the Customer Hub. This opens the New Service Call window on the Schedule tab.

1. To create a new service call from the Customer Hub, right-click on the customer from the list.

2. Choose Create New Service Call for <customer name - location>.

3. Choose the Schedule tab to see the New Service Call window.

4. The following fields are not editable:

   • Service Call - The service call ID is generated when the service call is saved.

   • Customer Number

   • Customer Name

   • Address ID

   • Location Name

   • Bill Customer Number

   • Bill Address Code

5. Complete the following fields, only Division is required:

   • Division

   • Description

   • Service Call Status

   • Resource - The assigned technician displays but you can choose another technician.

   • Start Date

   • Estimated Hours

   • Completion Date

   • Equipment - Choose from equipment available to the customer/location.

6. Choose Save.