Service

This section describes the general service procedures in Q360. The diagram below provides a visual outline of these procedures. Click on the boxes to learn more information about a specific process.

Track Customers

Create a company

Create a site

Create a contact

Track Service Calls

Create a service call

Add check list to a call

Schedule a service call

Dispatch a service call

Create a call event

Add Parts and Work on Calls

Add parts to a call

Add return items for RMA

Mark tech parts as used

Update when tech is done

Wrap Up Calls

Adjust the billable flag

Preview call billing

Review and mark call complete

Advanced

Generate call report

Create quote for a call

Create recurring service calls

Customer Portal – External User Access

Monitor Queues and Track Time

Monitor service queues

Review call events in the Event Q

Time bill against a call

Procedures