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Setting Up SM Call Types

SM Call Types classify the work technicians perform (inspection, repair, maintenance, agreement work, and so on) on work-order scopes and the dispatch board.

Before you start​

  • List the service activities you want to track.
  • Prefer creating call type categories first if you color-code the board.

Steps​

  1. Open SM Call Types.
  2. Create a call type with a unique identifier and description.
  3. Assign it to a call type category for dispatch-board color grouping.
  4. Set any defaults (rates or related tasks) your company uses.
  5. Save so the call type is available on work-order scopes.

Notes​

  • Mis-categorized call types make the dispatch board harder to read.