Selecting the New tab opens the Log Callout screen.
This will result in a JobCard that can be worked on right away. This is great for on Call or anytime the office is not manned. The Customer must exist in order to log a callout.
Start typing in the field and it will display a list if it must be selected from the database, such as the customer’s name and the caller field.
If the person that contacted you is not listed you can create them by selecting the add.
Selecting Add Contact will prompt you to complete a few items required by your Company, complete and click OK.
If you are able to acquire a Purchase Order Number from your customer then enter it into the Purchase Order field. Capture the details of the CallOut (what is needing to be done.)
Capture additional info regarding the exact location of the issue (Room number or relevant info).
Select save. This will create the CallOut and return you to the JobCard list displaying the CallOut reference number that can be supplied to the client if needed.