- Scheduled Date
- Scheduled Time
- Customer Name and Number
- Service zone assigned to the service location\customer – similar to an assigned route code
- Service Order Number
- Service order Type
- S.O. Type Description
- Service Calendar - Click on specific date (in bold) to view SO’s
- Service location address
- Inventory Selection – Allows technician to review the item cost prior to installation
- Service Locations – All of the service locations assigned to the customer
- Payment – Allows tech to receive payment from customer
- Tanks – tanks assigned to the customer
- Today’s – This is a toggle. Displays service orders for the current service technician initially.
- If this button pressed, it will display all service orders for the current day for all technicians
- Press a second time to return to the current technician
- Service History – displays previous SOs, Invoices, Proposals
- Modify the service order
- Save the service order
- Review service order details
- Create an invoice that is linked to the service order
- Exit scheduled service calls
- Dispatched Scheduled Call information.