The following topics discuss all the steps to Process a Service Call, from the initial Customer call down to Scheduling, Billing and related activities. The steps just mentioned are simply an attempt to make the work flow more clear. Explanation in each step contains quick-link references to further detail.

For explanation of the differences between a Service Call and a Project, see Work Order Process and Work Flow.

You may wish to watch the video on the Online Training Center which walks you through a typical Service Call.

 

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