If you need a copy of a Service Call, you can copy an existing Service Call to create a new one.
Here’s how you do it:
1. Open up the Service Call that you want to duplicate.
2. Click the Tools button and choose “Copy Service Call”.
3. If you want to change the Customer and/or Location for the new Service Call, you may do so by clicking on the Change button for either one.
4. You also have the option to copy over the charges on that Service Call. If you do not want to, uncheck the “Copy Charges” box or you can check the box by “Use 0 for quantity” if you want to enter a different quantity amount later.
5. Click the Copy button.
6. The new Service Call appears. You may make any necessary changes.
HINT: The Site Visits do not duplicate to the copied Service Call.