How to create a service call for a X-PRO project?
Overview
A service call in an X-PRO project is used to log and track a request related to an existing project, such as support issues, maintenance needs, or client requests. Creating a service call ensures proper tracking, assignment, and resolution within the system.
Steps to Create a Service Call For a Project
- Navigate to the Main Dashboard, click on X-PRO, and then select the Service option from the menu.
- Open the relevant project where the service call needs to be created
- Inside the project dashboard, click the Create option and select Create 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, Country,
- From the Kanban view, you can view all the created service calls.
Related Articles
- How to Create a Scheduled Service Call for an X-PRO Project
- 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
Updated on: 10/08/2026
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