Yes, when a customer reports a case that can be solved by providing a service, then you can add information about the service in the Service Details block.
Follow these steps to add service details in a case record:
- Click the Main Menu.
- Go to Support.
- Click Cases.
- Select and open the case to which you want to add service details.
- Click Deep Dive.
- Look for the Service Details block.
- Enter the following information:
- If the service is billable (chargeable):
- Is Billable: Must be enabled if the service is billable
- Service: The service that is being provided
- Service type: The type of service provided
- Service location: The location if the service (Remote or Onsite)
- If the service is not billable:
- Service type: The type of service provided
- Service location: The location if the service (Remote or Onsite)