Create a road call

Go to Menu > Activities > Road Calls > Road Call. This opens the Road Call page.

Complete these fields:

Required field: *
Read-only field: §

Field	Definition
Unit *	Enter the unit number of the vehicle needing the road call. You can also search for the unit number by selecting Search.
Unit Description §	The program completes this field for you based on the unit number.
Call Shop *	Enter a call shop or use Search to find and select a call shop.
Call Status	Select a call status. Note: While this field is optional, Trimble recommends that you make a selection. Available options are: AT-VENDOR CHECKED-IN COMPLETE ENROUTE ESTIMATING INSPECTION REPAIRING TRIAGE WAITING
Driver	Enter the driver’s ID, such as AJONES. You can also search for the driver ID by selecting Search.
Last Name	Enter the driver’s last name, such as Jones.
First Name	Enter the driver’s first name, such as Andrew.
Driver Phone	Enter the driver’s phone number, if available.
Status	Select a status for the repair. Available options are: PENDING OPEN COMPLETE CLOSED
Customer	Enter the customer’s ID, such as CAR12345. You can also search for the customer ID by selecting Search.
Vendor	Enter the vendor’s ID, such as SERV1234. You can also search for the vendor ID by selecting Search.
Vendor Name §	The program completes this field for you automatically based on the vendor ID.
Meters	If applicable, select a Meters option. Available options depend on the meters associated with the unit.
Date Opened *	The program enters the current date and time by default. You can edit this information if needed.
Est. Completion	If you want, you can select a date when you think this road call will be completed.
Follow Up	If you want, you can select a date to follow up on this road call.
Follow Up By	If you want, you can enter an employee to follow up on this road call. You can also search for an employee by selecting Search. The Employee Search page open.
User Defined fields	If available in your setup, you can select up to four Call User Defined Fields from the dropdown lists.

Field

Definition

Unit *

Enter the unit number of the vehicle needing the road call. You can also search for the unit number by selecting Search.

Unit Description §

The program completes this field for you based on the unit number.

Call Shop *

Enter a call shop or use Search to find and select a call shop.

Call Status

Select a call status.

Note: While this field is optional, Trimble recommends that you make a selection. Available options are:

AT-VENDOR
CHECKED-IN
COMPLETE
ENROUTE
ESTIMATING
INSPECTION
REPAIRING
TRIAGE
WAITING

Driver

Enter the driver’s ID, such as AJONES. You can also search for the driver ID by selecting Search.

Last Name

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

First Name

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

Driver Phone

Enter the driver’s phone number, if available.

Status

Select a status for the repair. Available options are:

PENDING
OPEN
COMPLETE
CLOSED

Customer

Enter the customer’s ID, such as CAR12345. You can also search for the customer ID by selecting Search.

Vendor

Enter the vendor’s ID, such as SERV1234. You can also search for the vendor ID by selecting Search.

Vendor Name §

The program completes this field for you automatically based on the vendor ID.

Meters

If applicable, select a Meters option. Available options depend on the meters associated with the unit.

Date Opened *

The program enters the current date and time by default. You can edit this information if needed.

Est. Completion

If you want, you can select a date when you think this road call will be completed.

Follow Up

If you want, you can select a date to follow up on this road call.

Follow Up By

If you want, you can enter an employee to follow up on this road call. You can also search for an employee by selecting Search. The Employee Search page open.

User Defined fields

If available in your setup, you can select up to four Call User Defined Fields from the dropdown lists.

Select Save to save the road call.
If you want to attach a note to the road call, select the Notes tab in the upper-right section of the page.
Enter information about the road call in the Road Call New Notes box.
Select Save Note.

In this illustration, the user has entered the note "Driver broke off key in ignition." The Notes tab and the Save Note button are called out in red.
If you want to enter the unit’s location, select the Location tab on the upper-right section of the page.
Enter the location in the Location Description field.
Select Save in the upper-right corner of the page.
If you already know the parts this road call will need, select the Components tab. Otherwise, continue with Step 13.
In the lower-right corner of the Components tab, select Add. The Road Call Component Dialog - Inserting window opens.

Complete these fields:

Required field: *
Read-only field: §

Field	Definition
Component *	Enter a component code. You can also search for a component by selecting Search. Note: The code associated with each component corresponds with the industry standard.
Component Description §	The program completes this field for you based on your selected component.
Complaint *	Select a complaint from the dropdown list.
Repair Reason *	Select a repair reason from the dropdown list.
Comments	If you want, you can enter additional information about the road call.

Field

Definition

Component *

Enter a component code. You can also search for a component by selecting Search.

Note: The code associated with each component corresponds with the industry standard.

Component Description §

The program completes this field for you based on your selected component.

Complaint *

Select a complaint from the dropdown list.

Repair Reason *

Select a repair reason from the dropdown list.

Comments

If you want, you can enter additional information about the road call.

Select OK.