This is reference material that would help you get started with basic call taking and job records. We do also recommend the tutorial video disk that came with Service Desk and referencing the SD manual as they were designed to work together.


Introduction to Callsheets Video

https://youtu.be/J7wqZxHEuPk


Entering a COD Work Request Video

https://youtu.be/5xlynOtY7SQ


Entering a Work Request Where the Paying Party is Different than the Service Location Video

https://youtu.be/uLHk7u1JVe4


Introduction to Quick Entry Templates Video

https://youtu.be/HYUVThLsZPM


Entering a Work Request from a Repeat Customer Video

https://youtu.be/XZvXzvHtaCA


Callsheets: How to Handle Missing Streets Video

https://youtu.be/29AJBPKNDkw


Introduction to Job Records Video

https://youtu.be/dFu5TKMsU_o


ServiceDesk Manual

rossware.net/MiniManuals/SdManual.pdf