How do I track the progress of a service call using stages?
Service Call Stages allow you to monitor the status and progress of a service request from creation through completion. As work progresses, the service call moves through different stages, providing real-time visibility into its current status.
Steps to Track a Service Call
Navigate to the Main Dashboard, click on X-PRO, and then select Service from the navigation menu to access the Service module.
You can view all created service calls in the Calls section, where all existing calls are listed and available for review and management.
The Service Call Dashboard displays all service calls along with their current status, priority, and stage. You can use the available filters to quickly sort and refine the view, making it easier to monitor and manage service calls based on specific criteria.
Understanding Service Call Progress
Stage | Progress Status |
|---|---|
Open | Service call has been created and is awaiting action. |
Scheduled | Work has been scheduled with a technician or service team. |
Awaiting Parts | Service is waiting for required parts to become available. |
Parts Ordered | Required parts have been ordered. |
Parts Received | Ordered parts have been received and work can continue. |
In Progress | Service work is actively being performed. |
Ready for Invoice | Work is complete and ready for billing. |
Invoice Sent | Invoice has been generated and sent to the customer. |
On Hold | Service has been temporarily paused. |
Cancelled | Service request has been cancelled. |
Completed | Service work has been finished and the call is closed. |
Updated on: 06/08/2026
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