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12 Part 3 - Using Quantrac 2005
Service Call Form
The following pages describe the service call forms, scheduler forms, etc. (This section assumes that you have
already entered a service call into your system.)
When you open an existing service call, you will see the following form:
The top section of this form
contains general customer and
jobsite information.
If the lettering on any of these
buttons, or on the Invoice
button, is red, the system
contains and will display (1)
jobsite history; (2) installed
equipment, warranty, and/or
contract information; and/or (3)
an existing invoice for this
service call.
Prints or emails a service ticket
Creates or accesses invoices
Records refrigerant
Displays the Customer
To “zoom in” on the text in this
field, double-click in the white
area. To view the customer’s
payment/discount terms and/or
any customer, jobsite or
contract notes, click the gray
button to the right of the field.
Click the
Save/Close button
to close this form.
All information will
be stored in the
system.
To assign or pre-assign one or more
employees to the call on one or more days,
click the down-arrow in the Employee field and
select from the list of names. When you are
ready to enter a Dispatch, Arrive or Finish time,
click the gray box to the right of the field to
enter the current time, or double-click in the
field and select the desired date and time from
the displayed calendar. (Note that you cannot
type directly into the Dispatch, Arrive and
Finish fields.) In the “Adjust”. and “Reason”
fields, enter any adjustments to labor, and the
reason(s) for the adjustment(s). The system
will calculate and keep track of travel time and
time on the job for each technician.
By double-clicking in the Service
Labor field, the Service Labor
form shown below will be
displayed.
To enter text in the Symptom,
Diagnosis or Repairs field, type
the desired text, or double-click
in the field and select from the
“canned” Quick Text you
defined in your Setup
parameters.
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