Overview:
The Call Types window allows you to establish codes categorizing requests for service work, which you can associate with a Work Order, Maintenance Contract, and Service Quote. Examples of Call Types include: unscheduled maintenance, emergency maintenance, or preventative maintenance.
Benefits:
- Identify the type of work for a Work Order, Maintenance Contract, or Service Quote.
Roles:
- Service Management Setup Manager
Location:
- Purchasing > Setup > Call Types
Video: