Copy and delete a service call
Alvin
Last Update 1 個月前
You can copy an existing service call from your Planning Screen without the need of repeating the process of creating the same service call for a task or ticket. Moreover, if you want to remove a service call, you can use the delete function to delete the service call from the Planning Screen.
📝Inside this article
- Copy a service call on the planning screen
- Delete a service call on the planning screen
📋Copy a service call
Quickly copy a service call from the planning screen with just a few clicks. Here's how to do it:
1. On your Planning Screen, click on the service call that you want to copy.📄
2. Click the Copy icon.📝
3. Add the details that you want to add.
4. Click the Update button.🔄
5. You will now see that the copied service call will show up on your Planning Screen.📅
📝Note: The location of the service call will depend on the assigned resource and schedule you've set but you can always edit the details if you need to.
🗑️Delete a service call
To delete a service call, follow these steps:
1. Click the service call that you want to delete.🚫
2. Click the Bin icon.🗑️
3. Hit Yes to confirm your action.✔️
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