D-Tools

Service call statuses and how they work on Cloud

Service Call statuses

How to keep track of service calls to improve service levels

Tracking your team's service calls

Ashok P

Manage Service Calls

Logging a service call

How to enable taxes on a tax-exempt service call

Enabling taxes on a tax-exempt service call

How to assign a technician and schedule a service call

Scheduling a service call

How to reopen a service call when a customer reports that the issue persists

Reopening a service call

Canceling a service call

How to view the service call schedule of your field technicians

Viewing the technicians’ schedule

How to notify the customer about the scheduled service call

Notifying the customer about the service call schedule

Log and Schedule Calls

How to add the default truck roll fee and drive time fee in the work summary of the service call

Truck Roll fee and Drive Time fee

How to add labor charges for After-Hours Service and Excess Hours in the service call

Adding After-Hours Service and Labor Overage labor charges

How to add or update the labor hours and charges for the service call in the Office user view

Adding labor charges for a call

How to waive off labor charges for free service calls

Waiving off labor charges for a call

How to manage the replacement of products in the Office User view

Managing replacement products

Finalize Labor and Other Charges for Calls

How to log the time spent on service calls

Logging time spent on service calls

Log Time Entries for Calls

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