How Can I Customize Service Call Reasons for My Organization?

Overview

X-Pro allows organizations to customize Service Call Reasons to match their service workflows and business requirements. Administrators can edit existing reasons or remove reasons that are no longer needed.

Steps to Customize Service Call Reasons

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.

Locate the Service Call Reason you want to modify and click on it. From there, you can update the reason name or delete the Service Call Reason by clicking the Delete button.

Note: Only users with the appropriate administrative permissions can customize Service Call Reasons. Any changes made to Service Call Reasons will apply across the entire organization. Additionally, if a Call Reason has already been used in one or more service calls, it cannot be deleted.

Updated on: 06/23/2026

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