Service

The Service page is where you manage service calls, both billable and warranty, including their scheduling and assigned technician.

When service calls exist, a summary at the top breaks them down by status, such as On Hold, Confirmed, and Invoice Created.

Service calls are grouped into two collapsible sections, Billable and Warranty, each showing how many projects it contains. Expand a section to see its table, with columns for Project ID, the Schedule Date, the Duration (start and end times), the Service Tech, the inspection area, the Community, and Status.

Choose a division to focus the list, and search by project within each section.

Edit a service call to open a side panel where you can set the service date, the start and end times, the assigned service tech, and the status.

You need Service view permission to open the page.