Search road calls

To search for road calls, use the Road Calls Listing page. You open the page by going to Menu > Activities > Road Calls > Road Calls Listing. The Road Calls Listing page opens.

Road calls can be color-coded to reflect the amount of time spent in open status. The available colors are blue, yellow, and red, in rank from lowest to highest.

A road call is white when it is:

  • First opened

  • Closed

  • Complete

In this illustration, for example, most rows are white. The rows in yellow and red indicate road calls that have taken more time than expected. These road calls should be reviewed as soon as possible. For more information, see Application Options: Road Calls.

Road Calls Listing page with color-coded rows

To search for a specific road call, complete the fields in the Filters pane and click Search. You can complete as many (or as few) fields as you want.

Field Definition

Shop

Enter the Shop ID, such as 100. You can also search for the Shop ID by selecting A pair of binoculars represent the Search icon. Search. The Shop Search page appears.

Unit

Enter the Unit ID of the vehicle needing the road call. You can also search for theUnit ID by selecting A pair of binoculars represent the Search icon. Search. The UNIT SEARCH page appears.

Driver

Enter the Driver ID, such as AJONES. You can also search for the Driver ID by selecting A pair of binoculars represent the Search icon. Search. The DRIVER SEARCH page appears.

Last Name

Enter the driver’s last name, such as Jones.

First Name

Enter the driver’s first name, such as Andrew.

Phone

Enter the driver’s phone number.

Call Number

Enter the road call number.

Customer

Enter the customer’s ID, such as CAR12345. You can also search for the customer ID by selecting A pair of binoculars represent the Search icon. Search. The CUSTOMER SEARCH page appears.

Status

Select a status for the repair. Available options are:

  • PENDING

  • OPEN

  • COMPLETE

  • CLOSED

Call Status

Select a status for the road call. Available options are:

  • AT-VENDOR

  • CHECKED-IN

  • COMPLETE

  • ENROUTE

  • ESTIMATING

  • INSPECTION

  • REPAIRING

  • TRIAGE

  • WAITING

Vendor

Enter the vendor’s ID, such as SERV1234. You can also search for the Vendor ID by selecting A pair of binoculars represent the Search icon. Search. The Vendor Search page appears.

Created By

Select the user who created the road call from the dropdown list.

Associated Order Type

Select the order type from the dropdown list. Available options are:

  • REPAIR

  • PURCHASE

Associated Order Number

The program will complete this field for you based on your selections.

Date Opened

Select an option from the dropdown list. If you select Custom, you can then complete the From and To fields.

From

If you selected Custom from the Date Opened field, you can enter a starting date in this field to create a date range.

To

If you selected Custom from the Date Opened field, you can enter an ending date in this field to create a date range.

User Defined fields

Displays created (user defined) fields.

Once you select Search, the lower half of the Road Calls Listing page refreshes to show all the road calls that match your search criteria.

Customize Search Results

You can customize the search results of the Road Calls Listing page, including changing the order of columns and filtering within each column.

  1. Go to Menu > Activities > Road Calls > Road Calls Listing to view existing road calls.

  2. Customize the search results as seen in Change the data display on grids.