Viewing the Service Manager Inquiry Window

Use the Service Manager Inquiry window for a read-only view of service call information.

1. Select Inquiry > Service Management > Service Manager.

2. Enter the Customer ID or use the lookup.

3. The following fields auto-populate:

   • Checkboxes:

     • Hold

     • Inactive

     • Temporary

   • Customer Name

   • Location Address ID

   • Location Name

   • Address 1

   • Address 2

   • City

   • State

   • ZIP Code

   • Contract 1

   • Phone 1

4. Enter a Contract ID, if necessary.

5. After entering the contract ID, the following fields auto-populate, if available:

   • Checkboxes:

     • Hold

     • Canceled

   • Contract Type

   • Equipment ID

   • Sublocation ID

6. Icons on this window provide access to additional inquiry windows:

   • Summary: A Stop-and-Go Light that indicates a customer's accounts receivable status. Select the icon to open the Customer Payment Summary Inquiry window.

   • Branch: Select to open the Global Filter View window.

   • History: Select to view the Service Call Lookup by Customer window. Click on a service call and then click Select to open the Service Call Inquiry window.