Creating Service Calls - Autotask

Service calls are available in Standard plan.

TopLeft can dispatch work by creating Service Calls for tickets or tasks shown on boards. To add a Service Call, click the ellipsis ("...") menu of the appropriate ticket, then click Dispatch

Complete the form as follows:

  • Start Date/Time: Select the date and time for the service call to be scheduled.
  • End Date/Time: Select the date and time for the scheduled service call to end.
  • Description: An optional brief description of the reason for the service call.
  • Resource: The resources assigned to the ticket or task that you want to assign to the service call. The first resource in the list is the primary resource if one is assigned.
  • Status: Select the initial status for the service call.
  • Location: Select the location for the service call.

You can click on the day line to select the start time and duration in 15-minute increments. First, click on a box to select the start or end time. Second, click on another box to set the duration of the Service Call. To clear the selection, click on any box. The day line is only available when creating a Service Call for one day- it can not be used for Service Calls spanning two or more days.

To create the service call, click Save. When the service call is created in Autotask, the dialog closes.

The dispatch menu doesn't edit or delete service calls. To change a service call created in TopLeft, open the ticket/task in Autotask by clicking the summary of the ticket where the service call was created. Then navigate to the "Service Calls and To Do's" to edit or delete the service call.

  • 1 Users Found This Useful
Was this answer helpful?

Related Articles

Understanding Autotask Cards

A card represents a ticket, task, or project on a board.   Ticket Cards Ticket ID. You can...

Understanding ConnectWise Cards

A card represents a service ticket, project ticket, project, activity or sales opportunity on a...

Ranking Cards

Visualizing work priority is a key concept in Kanban. TopLeft makes it easy to view and change...

Using Service Level Agreements - ConnectWise

Service Level Agreements, or SLAs, define rules for how quickly a ticket must be responded to and...

Using Service Level Agreements - Autotask

Autotask PSA uses service level agreements (SLAs) to define standards for providing service...