The Unscheduled Service Calls program allows the technician to perform different tasks such as creating a Service Order, Fuel Order, Comments, Proposals, Invoices, etc.
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Unscheduled Service Calls - Service Orders
From the main EnergyService menu, select Unscheduled Service Orders . Tap in the Name column and begin typing the last name of the customer or, enter the customer account number in the Customer# column. Select the account. From this scre...
Unscheduled Service Calls - Proposals
Proposals can be created for a customer from either the Scheduled or Unscheduled Service Order screens. If creating a proposal from Scheduled , highlight the Service Order and select Create and Open Proposal. From the Unscheduled s...
Unscheduled Service Calls - Add Comments
Within the Customer screen is an Add Comments button. This allows the service technician to enter a comment that will transmit back to the office upon the next communication. This message will save to the customer account and will remain w...
Unscheduled Service Calls - Payments
Payments may be applied to customer accounts by selecting Unscheduled Service Orders located on the MobileService Main Menu. Select Payment . Enter the Amount , choose the Payment Method , and enter a Check / Credit Card Number as applic...
Unscheduled Service Calls - Fuel Order
Fuel Orders can be placed within MobileService and communicated to Energy Force as a Call-In Entry. Select Fuel Order from the Unscheduled Service Orders screen in MobileService. Enter the Current % in Tank . Enter the Gallons Reques...