How to Create a Scheduled Service Call for an X-PRO Project?
Steps to create a Scheduled Service Call.
- Navigate to the Main Dashboard, click on X-PRO, and then select the Service option from the menu.
- Open the relevant project where the Schedule service call needs to be created
- Inside the project dashboard, click the Create option and select Schedule Service Call.
- Enter all the required scheduling details, including the Service Call, Date, Start Time, End Time, Travel Time, and Assigned Resources, then click Schedule Call to create the schedule.
- From the Kanban view, you can view all the Schedule service calls.
Second method to create a scheduled service call
- From the Kanban view, navigate to the Scheduled section and click the (+) button to create a new scheduled service call.
- Provide the required information, such as: Enter issue name, Description, Choose service type, Service reason, Stage, Priority, Field user, Street address, City, State, Zipcode, and Country.
Related Articles
- How Do I Configure Service Labor Types from the Service Project Dashboard
- How to Edit a Service Call for an X-PRO Project
- How Do I Track the Progress of a Service Call Using Stages
- How Do I Edit or Remove a Service Call Reason
- How Are Calls Assigned to Technicians
Updated on: 10/08/2026
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