Once the Service Case has been created in your account, you'll be taken to the Case Overview page.
Case Details
Case Details on the Overview page will include:
Associated Project (if the service case is linked to a project)
Project Warranty
Sold Service Package (view Service Package details by clicking the name)
Associated Asset (if the service case is linked to a specific asset)
Client contact name
Client contact phone number
Services
If a technician has clocked time into the Service Case, it will be displayed under Services and will be included in the Service Pricing. You can also manually add time by clicking "+Add Session".
Expenses
You can add additional expenses by clicking "+Add Expense" under Expenses.
In the window that pops up, you can select the category, enter a description, the amount, and even upload a receipt or other documentation for the expense.
Service Pricing
All Labor (clocked time or minimum fee), Equipment, and other Expenses will be included under Service Pricing. A .csv file can be exported from this section:
Timeline
On the right side of the page you'll see a timeline of events - when the case was opened, when appointments are scheduled, all discussions and emails (if you are utilizing email sync) associated with the case, and any other updates. Adjust the filters to display only the information you wish to see.
Here, you can add appointments, change the case status, add discussion comments, and close the case.
We hope this helps! Please reach out to Support with any questions!