Service Call Color Codes

Service Call Color Codes

  1. NYGGCalendar
    1. No color coding necessary.
                    On-Site Jobs - Color code: (Blue)

                    Remote Jobs
      1. Ticket status "Remote Appointment Scheduled" (This means the user will be calling in)
        1. Default color (no color coding necessary)
      1. Ticket status "Appt Sched -No User There" (This means the machine will be left available or can be worked on through the back-end)
        1. Color code: "(Yellow)
      2. Ticket status "Scheduled -no cust appt" (This is either a maintenance or background work that will not require the customer to be present and can be moved, if necessary)
        1. Color code: "(Red) No Appointment Needed."
      3. Color code: (Orange) (Means Tech will be shadowing the appointment).

    • Related Articles

    • Creating a Service Call with a Location That is Not the Primary Location on the Account

      1. In Autotask,  Create the Service call 2. Underneath the description, select the location that you'd like to assign (see screenshot) 3.  Save
    • Service Call (Appointment) Scheduling Procedures

      Scheduling an Appointment All of these steps must be completed for a service call to be considered properly scheduled: Select the pre-appointment checklist before scheduling remote appointments. Set Queue to one of the following, as appropriate: ...
    • Geographical Service Area

      These are the locations we service:  Residential and Break Fix:  Manhattan Brooklyn Astoria section of Queens  Long Island City section of Queens Staten Island North Jersey (Bergen County, Hudson County, Morris County, Essex County only) Managed ...
    • Creating Service Call for External Tech

      We cannot use TimeZest to schedule external techs or subcontractors. Select ticket status “scheduled - external tech” or “scheduled – internal tech.” Change ticket “Due Date” to date of service call. In ticket, or from ticket board, create a new ...
    • Call Recording in RingCentral

      On-demand Call Recording is currently enabled in the Admin portal. (Phone system>Auto-Receptionist>General Settings>Call Recording.) RingCentral Automatic Call Recording is enabled for all inbound and outbound calls. This is to reference ...