Service calls are any type of work that is preformed after the initial install is complete. For example, warranty work, maintenance, or general repair on an existing installed product.
The Service tab
gives users the ability to view different service calls for a specific date range, representative, type, and status.
Service calls can be exported to Excel, viewed, or edited.
Service tasks are created under the Jobs Tab
of a Customer Record.
Add, Edit, or Delete Service Task
Add a second service, edit, or delete service task from the service tab by clicking on the pencil icon corresponding with the service.
This pulls up the typical Edit Task
box where new services can be added, or existing ones deleted. Existing service tasks can also be edited by again clicking the blue edit pencil
that corresponds with the service task.
Service Tasks are created on the Customer Record
via the Jobs Tab.
Once created they are housed on the Service Tab,
they cannot be created here.
click on the blue trashcan icon
that corresponds to the Service
Export to Excel
Users can export Service Tab
data to Microsoft Excel by clicking the Export link