[SM] Setup Call Type Category

SM Call Type Category

• Use this form to create and manage categories for your call types.

• Categories help organize service calls and can be used for accounting or work classification (e.g., Maintenance, Service, Concrete, Plumbing, Warranty, Furnace, Electrical).

• You can assign colors to call types so trips on the SM Dispatch Board are color-coded for easy identification.

  • Note: The color is based on the first open scope of the trip.

How to access:

• From the Programs menu in Service Management, double-click the SM Call Type Category icon to open the form.

1. Category: Enter a name for the call type category and press Enter.

2. Description: Enter a description for the category.

3. Choose Color: Click the Choose Color button to open the Color pop-up.

   • Pick a color from the basic list, or

   • Create a custom color using the sampler, sliders, or by entering Hue/Saturation/Lum or RGB values, then click Add to Custom Colors.

4. Click OK to apply the color.

Notes:

• You can change a category’s color later by clicking Choose Color again.

• Click Restore Default to reset the color to the original.