Can I Create Custom Service Call Reasons for Different Types of Service Work?

Overview

Yes, X-PRO Service allows organizations to create custom Service Call Reasons to match their specific service workflows and business requirements. Custom Service Call Reasons help categorize different types of service work, making it easier to manage, track, and report on service activities. By creating reasons that reflect your organization's processes, you can ensure that service requests are classified consistently and routed to the appropriate teams.

Steps to Create a Custom Service Call Reason

• Click on the Profile icon in the top-right corner of the application. From the menu, select Settings.

You will be redirected to the Settings page. Click on X-PRO Settings. A drop-down menu will appear. Select Service Call Reasons from the Service list.

• From the Service Call Reasons page, click the + (Add) icon to create a new Service Call Reason.

• Enter a descriptive name for the Service Call Reason.

Using Custom Service Call Reasons: Once created, custom Service Call Reasons can be selected when creating or updating service calls. The selected reason will be displayed on the service call and can be used for filtering, reporting, and workflow management.

Updated on: 06/23/2026