The details required to enter a New Service Call have been designed with the dispatcher in mind, so that it is extremely easy to take a Service Call while the Customer is on the phone.

At first look the screen may seem crowded, but most fields here are either "auto-populated" from other entries or are optional. This allows you to set up the call quickly and come back later to maintain the Service Call in the Work Order Details screen with fuller details.

A Full-Page screen like this one collects information about a single item. It may have one or several panels of information, perhaps using Hide-Show Icons to control whether you see or hide a panel, and Plus and Minus Sign Icons to expand or condense groups of related fields.

 

This screen consists of three separate panels. The topics below explain each panel in detail.

If you have purchased the Route Assistant add-on feature, the Routing Optimization Tab also appears on the New Service Call screen:

Special features for New Service Calls - designed to help you at entry time:

These features are not available on screens for existing Service Calls.

Note: You control access to Accounts Receivable Information on this screen through Employee Security Rights.

When complete, you can do any of the following on the bottom right:

 

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