Once you click “Begin” on the call tile and begin the call, a timestamp will be recorded, and you will see the following fields for the call.
#1 Issue reported & service history
*Read-only format.* This is the issue description that the back office added to the call log.
#2 Issue found
Describe the issue(s) you discovered in the product(s).
#3 Action taken
Describe what you did to resolve the issues.
#4 Next steps
*Optional* This area is helpful if replacements are involved in the call and the call will require multiple visits. You can also add information that will make it easier for the technician scheduled for the next visit.
#5 Service Reason
Select a reason for providing this service.
#6 Checklist
This usually comes from the back office. You can also add checklist items.
#7 Products
Add the products involved in the call. There are separate workflows to add products.
Check out these articles for more details:
#8 Files
Add photos of damaged products, cables, or any other relevant items related to the call.
#9 Finishing the job
After completing the call log updates, click “Finish Job.” Cloud will automatically add the timestamp.
#10 Work summary
Finishing the job will take you to the Work Summary of the call. Here, you can review the details you entered for the call.
If you want to manually add labor time, check out this article.
#11 Completing the call
Click “Finish” to complete the call.