Create a Service Call

1. From the Operations page tap/click on the three-lined icon located at the top left corner of your screen
2. Tap/Click the Maintenance page
3. Tap/Click the red, three-dot menu button located at the top right corner of your screen
4. Tap/Click Add Service Call to open the Create Service Call window
   1. In the Create Service Call window, toggle the Ticket Priority slider
   2. Select the POS, tap/click + Add button next POS
   3. Next to Equipment tap/click + Add to choose the specific machine
   4. Details regarding the service request should be notated in the Issue text box
   5. Tap Next to submit and return to the Maintenance
5. To Assign a service ticket, select the machine from the Maintenance page
6. From the specified Equipment page, tap/click on Assign to open a new window to select someone to service the machine

Create:

View & Assign :

Update a Service Call: 

• Select the service call
• Update the description in the bottom left text box
• Select the back button

Close a Service Call:

• Select the service call
• Update the bottom right text box
• Select the Close button

To see the Service History for a machine, click/tap here

Service Call Filters

• Select one of the following filters to view:
  • All
  • Active (Open)
  • High (High Priority)
  • Unassigned
  • Assigned
  • Closed

Card View / Grid View Toggle

Search for a Service Call

Use key words to search for the service call, such as:

• Account
• Location
• POS (aka “Asset”)
• VEQ (aka “Machine”)