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Configuring SM Call Type Categories

SM Call Type Category sets up and maintains categories for call types. Categories are broad labels (scope, work class, or accounting treatment) that you later assign on SM Call Types — for example Maintenance, Service, Concrete, Plumbing, Warranty, Furnace, Electrical. Each category can have a color so trips show in different colors on the Dispatch Board (SM Dispatch Board).

Trip color on the board is determined by the call type of the first open scope (not by picking a color on the trip itself).

Trimble procedure title: Set Up Call Type Categories (Service Management Setup).

Before you start​

  • No hard prerequisites. Categories are applied when you set up call types (linked next step in Trimble).
  • Plan distinct colors if you rely on the dispatch board.

Steps​

  1. Open SM Call Type Category (Service Management Programs menu).
  2. On the Info tab (also editable in the grid), enter Category and press Enter. F4 opens SM Call Type Category Lookup of existing categories.
  3. Enter Description (up to 30 characters).
  4. Click Select Color → Color dialog: basic colors, or custom via sampler/slider or Hue/Sat/Lum / RGB, then Add to Custom Colors → OK.
  5. Save.
  6. Assign the category to call types in SM Call Types (not on this form).

Restore Default returns the category to its default color (procedure note and field defs).

Hard rules​

  • This form does not assign call types to the category — that happens on SM Call Types.
  • Dispatch Board trip color follows the call type of the first open scope.
  • Help wording mixes “color-code trip types,” “assign colors to call types,” and “color coding for categories”; the field on this form is category color (Call Type Color / Select Color).

Notes​

  • Related: Set Up Call Types / SM Call Types Form, Enter Customer SM Work Orders, Dispatch Board, SM Service Centers, SM Divisions.