X-Pro Service

How do I change my billing address from the service project dashboard on mobile app?

As per the current functionality, the billing address cannot be updated from the mobile application. However, you can update the billing address from the desktop version of XTEN-AV. If you are unable to update the billing address, please contact your organization's Super Admin, as they have the required permissions to make this change. Please follow the below step to change the billing address. Navigate to the X-PRO Dashboard by clicking the Service option from the left navigatioFew readers

Can I sort service projects by ID, Start Date, or End Date?

Overview Yes, you can sort service projects by Project ID, Start Date, or End Date. Click the sorting arrow next to the respective column header to arrange the projects in either ascending or descending order. Navigate to the Service page by clicking the XPRO option in the left navigation panel. A dropdown menu will appear; select the Service option from the list. YFew readers

How Do I View All Service Agreements in One Place?

Overview The Agreements section in X-PRO Service provides a centralized location where you can view and manage all your service agreements in one place. This allows you to easily track agreement statuses, search for specific agreements, and monitor customer responses. Steps to View All Service Agreements Navigate to the Main Dashboard, click on X-PRO, and then select the Service option from the menu. ![](https://storage.crisp.chat/users/helpdesk/Few readers

How to Create a Service Agreement in X-PRO Service?

Overview Service Agreements in X-PRO Service help organizations define and manage service commitments for their customers. Creating a Service Agreement allows you to establish coverage terms, service schedules, contract durations, and other important service-related details. Steps to Create a Service Agreement Navigate to the Main Dashboard, click on X-PRO, and then select the Service option from the menu. ![](https://storage.crisp.chat/users/helpdesk/weFew readers

How can I update the hourly rate of a Labor Type?

Overview X-PRO Service allows you to update the hourly rate of a Labor Type at any time. This ensures that labor pricing remains accurate and reflects your current business costs and billing requirements. Steps to Update the Hourly Rate Click on the Profile icon in the top-right corner of the application. From the menu, select Settings. From the **SeFew readers

How do I configure Service Call Stages in X-PRO Service?

Overview X-PRO Service allows you to configure Service Call Stages as per your need to bifurcate the service calls and make it organized and manageable. Steps to configure Service Call Stages Click on the Profile icon in the top-right corner of the application. From the menu, select Settings. From the Settings section, open X-PRO Settings to access additional coFew readers

What does the Open Calls widget represent?

Overview The Open Calls widget in X-PRO Service displays the total number of service calls that are currently active and not yet completed within a project, providing users with a quick view of ongoing service workload that is still in progress or pending completion. Click on the Calls option, and the Calls page will display a list of all open calls within the project.Few readers

What is the Total Calls by Assignee chart?

Overview The Total Calls by Assignee chart in X-PRO Service provides a visual representation of all service calls distributed among technicians within a project. It helps users quickly identify how many calls are assigned to each technician, offering clear visibility into workload distribution and resource allocation. This chart makes it easier to monitor team responsibilities and ensure service tasks are evenly managed across all assignees. **This chart updates automatically based on servFew readers

How can I view Assigned Technicians for a project?

Overview The assigned technicians in a project can be viewed within X-PRO Service, allowing to see which technicians are allocated to handle service calls and tasks for that specific project, ensuring clear visibility of resource assignment and team responsibility. Navigate to the Main Dashboard, click on X-PRO, and then select the Service option from the menu. You will be redirFew readers

Can Duplicate Service Call Reasons Be Created?

Overview No, duplicate Service Call Reasons cannot be created in X-PRO. Each Service Call Reason must have a unique name to ensure consistency and prevent confusion when managing service requests. Related Articles How Do I Edit or Remove a Service Call Reason? [How Do I Reorder Service Call Reasons in X-PRO Service?](https://knowledgebase.xtenav.com/en-Few readers

Where can I see upcoming service calls?

Overview Upcoming service calls in X-PRO Service allows to view all scheduled and planned service activities within a project, helping them stay informed about what work is coming next and ensuring better planning and resource management. Navigate to the Main Dashboard and click on X-PRO, then select the Service option from the menu. You will be redirected to the Projects sectiFew readers

How Can I View All Tasks Across All Projects in Monthly Format?

Overview The Monthly Calendar View in X-Pro allows you to see tasks from all projects in a single calendar, making it easier to track schedules, deadlines, and resource assignments across your organization. Steps to View All Tasks in Monthly Format From the main dashboard, navigate to the X-PRO section. Under the Installation menu, select Dashboard to access your project management tools and features. ![](https://storage.crisp.chat/users/helpFew readers

How can I Assign a Technician to a X-Pro Service project?

Overview Assigning a technician to a service project in X-PRO Service allows allocation of responsible technicians to a specific project, ensuring proper distribution of work and clear ownership of service tasks. Navigate to the Main Dashboard, click on X-PRO, and then select the Service option from the menu. You will be redirected to the Projects section. Locate the required prFew readers

What is considered a completed call?

Overview A completed call in X-PRO Service refers to a service call that has been fully executed and resolved within a project, where all required work has been finished and no further action is needed. Navigate to the Main Dashboard, click on X-PRO, and then select the Service option from the menu. Click on the Calls section to view Completed calls, where all assigned tFew readers

How do I use the More Filter option in Agreements?

Navigate to the Main Dashboard, click on X-PRO, and then select the Service option from the menu. You can view all created agreements in the Agreements section. Click on the More Filter button you will find three additional filters are available under the More Filters optiFew readers

How can I find Accepted Agreements quickly?

Navigate to the Main Dashboard, click on X-PRO, and then select the Service option from the menu. You can view all created agreements in the Agreements section. You can find all accepted agreements in the Accepted section. ![](https://storage.crisp.chat/users/helpdesk/websiFew readers

What are Service Call Reasons and How Are They Used?

Overview Service Call Reasons help categorize and track the purpose of a service call within X-Pro Service. By assigning a reason to each service call, teams can quickly identify the type of work required, improve scheduling, and generate more accurate service reports. How Service Call Reasons Are Used When creating or updating a service call, a Service Call Reason can be assigned to indicate the purpose of the request. The selected reason is then displayed on the seFew readers

What do the different Service Call Stages mean?

Service Call Stages help track the progress of a service request from creation to completion. Each stage represents a specific step in the service workflow, making it easier for teams to monitor status, manage tasks, and keep customers informed. Stage Description Open The service call has been created and is awaiting review, assignment, or scheduling. Scheduled | The service call has been assigned and scheduled for a technician or service team to perform tFew readers

What is the Agreements Section in X-PRO Service?

Overview The Agreements section in X-PRO Service allows users to create, manage, track, and monitor service agreements for their customers. It provides a centralized location to view the status of all agreements throughout their lifecycle, from creation to acceptance. Accessing the Agreements Section Navigate to the Main Dashboard, click on X-PRO, and then select the Service option from the menu. ![](https://storage.crisp.chat/users/helpdesk/website/-/e/Few readers

Can I filter Service projects based on Start or End dates?

As per the current functionality, there is no option to filter Service Projects based on their start or end dates. If you need any further information or assistance, please feel free to contact the XtenAV Support Team via chat or by emailing support@xtenav.com. Related Articles How Do I Create a New Project in X-PRO Service?Few readers

How can I monitor project performance in X-PRO Service?

Overview X-PRO Service provides an Analytics section that helps project managers track service activities, technician workloads, and overall project performance. By reviewing analytics, you can gain valuable insights into project progress and team productivity. Steps to View Analytics for All Projects Navigate to the Main Dashboard, click on X-PRO, and then select the Service option from the menu. ![](https://storage.crisp.chat/users/helpdesk/websFew readers

Can I download reports as Excel or CSV?

Reports in X-PRO Service cannot be downloaded as Excel or CSV files. All report data is available only for in-platform viewing, allowing real-time access to key project insights such as service call activity, status breakdown, and technician performance, without any option to export or download the information externally.Few readers

How do I configure Service Labor Types from the service project dashboard?

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 labor type needs to be configured. Once the project-specific dashboard opens, click the Settings icon in the top-right corner of the page.Few readers

How do I delete a Service Call Reason?

Overview Service Call Reasons can be deleted when they are no longer needed. Removing unused reasons helps keep the list organized and ensures users only see relevant options when creating service calls. Steps to Delete a Service Call Reason Click on the Profile icon in the top-right corner of the application. From the menu, select Settings.Few readers

How do I edit or remove a Service Call Reason?

Overview Service Call Reasons help categorize and organize service requests within your organization. If your workflow changes, administrators can update existing Service Call Reasons or remove reasons that are no longer needed directly from the X-Pro Settings. Steps to edit or remove a service call Click on the Profile icon in the top-right corner of the application. From the menu, select Settings. ![](https://storage.crisp.chat/users/helpdesFew readers

Can I export analytics data?

Analytics data in X-PRO Service cannot be exported. The Analytics module is designed to provide in-platform insights into key project performance metrics such as service call distribution, status breakdown, technician workload, and overall resource utilization. These insights help users understand how service activities are distributed across projects and teams, enabling better monitoring. The analytics are intended to be viewed directly within the platform and are updated in real time, ensurinFew readers

What are Service Stages?

Overview Service Stages in X-PRO Service represent the different phases a service call goes through during its lifecycle within a project. These stages help organize, track, and manage the progress of service calls from initiation to completion, ensuring clear visibility of the current status and workflow progression. Stage Description Open The service call has been created and is awaiting review, assignment, or scheduling. Scheduled | The service callFew readers

How do I reset filters in X-Pro Service?

Overview Filters in X-PRO Service can be reset to restore the default view by removing applied selections, allowing all available project data to be displayed without any filtering conditions. Navigate to the filter section where filters have been applied. Click the remove (×) icon next to each applied filter to clear them individually. Continue removing all selected filters until the default view is restored. ![](https://storage.crisp.chat/users/helpdesk/website/-/e/3/c/d/e3cdaFew readers

Can I customize dashboard widgets in X-Pro Service?

Overview Dashboard widgets cannot be customized. The layout, structure, and configuration of the widgets are predefined within the system and are designed to maintain consistency across all user dashboards. While the data displayed within each widget updates automatically based on system activity, users do not have the ability to modify widgets.Few readers

How to Edit a Service Agreement for an X-PRO Project?

Steps to edit a service agreement 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 agreement needs to be edited. From the Project Dashboard, navigate to the ServiFew readers

Can I save frequently used filters in X-pro Service?

Frequently used filters cannot be saved in X-Pro Service. The system does not provide an option to store or reuse custom filter sets for future use. Users can apply filters as needed during their current session to refine data views, but these selections will not be saved or retained once the session changes or the page is refreshed. This ensures that all filter views remain dynamic and consistent each time the data is accessed. Related Articles [What Filters Are Available Under the MoreFew readers

How do I manage Service Call Statuses in X-PRO Service?

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. Click the **Few readers

What filters are available under the "More Filter" option?

Overview On the XPRO Service page, three additional filters are available under the More Filters option: All Resource, All Group, and All Stage. To filter service projects by resource, click the All Resources dropdown menu and select the desired resource. The service projects list will be updated to display only the projects associated with the selected resource. Similarly, you can use the Group and Stage filters to refine the list of service proFew readers

What does the Scheduled Calls widget show?

Overview The Scheduled Calls widget in X-PRO Service shows the total number of service calls that have been planned and assigned with specific dates and times within a project, providing users with a clear view of upcoming scheduled work. Click on the calls option, the Calls page will display a list of all available scheduled calls. Related Articles [How Do I Configure Service CallFew readers

How do I filter analytics by technician?

Filter service analytics by technician to review individual technician performance and activity.Few readers

What Are the Default Service Call Reasons Available in X-PRO Service?

Overview X-PRO Service includes a set of default Service Call Reasons to help organizations categorize and manage service requests effectively. These predefined reasons cover common service activities and provide a standardized way to classify service calls. Service Call Reasons can be selected when creating a service call and help technicians, service managers, and coordinators quickly understand the purpose of the request. Default Service Call Reasons Installation Repair MainteFew readers

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, clickFew readers

Can I recall an Agreement that has already been sent?

Navigate to the Main Dashboard, click on X-PRO, and then select the Service option from the menu. You can view all created agreements in the Agreements section. Click on the name of the Sent agreement to open it in the editor. Once the agreement is open, click the RecallFew readers

Where can I view all configured Labor Types in X-PRO Service?

Overview X-PRO Service provides a centralized Labor Types page where you can view and manage all configured labor types. This allows you to quickly review labor categories, hourly costs, margins, markups, and billing rates. Steps to View All Labor Types Click on the Profile icon in the top-right corner of the application. From the menu, select Settings.Few readers

Can I share analytics reports with other users?

Analytics reports in X-PRO Service cannot be shared with other users. All analytics data is available only for in-platform viewing within the same project environment, allowing access to insights such as service call activity, status breakdown, and technician performance. The system does not provide any option to share, export, or distribute analytics reports externally or within different users.Few readers

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. ![](https://storage.crisp.chat/useFew readers

What is the difference between Open, Scheduled, and Completed Calls?

In XTEN-AV X-Pro Services, the Calls section is typically used to track service calls, site visits, or project-related activities. The call status indicates the current stage of the call: Open Calls – Calls that have been created but have not yet been started or completed. These are active/pending calls that still require action from the assigned team member. Scheduled Calls – Calls that have been planned for a specific future date and time. These calls are awaiting execution aFew readers

Do I need administrator permissions to manage Service Call Reasons?

Overview Yes, you need the appropriate administrative permissions to manage Service Call Reasons in X-PRO. Service Call Reasons are administrative settings that can only be managed by authorized users. Who Can Manage Service Call Reasons? Only X-PRO Office Users with the required permissions can: Create Service Call Reasons. Edit existing Service Call Reasons. Delete Service Call Reasons. Manage the list of available Service Call Reasons. Related Articles [HowFew readers

What does Sales Cycle mean?

In XPRO Service, Sales Cycle represents the average amount of time it takes for a service opportunity to progress from its creation date to becoming a Closed Sale. This metric helps measure how quickly service opportunities are converted into completed business and provides insight into the efficiency of the sales process. Key Details Starts when a service opportunity is created. Ends when the opportunity is marked as Closed Sales (Won). Measured in days. CalculatedFew readers

How do I use the More Filter option in service analytics?

Use advanced filters in X-PRO Service analytics to analyze service data effectively.Few readers

Why Are All Dashboard Metrics Showing Zero?

Overview If all metrics on the Analytics Dashboard are showing 0 or no data, it usually means that no service activity has been recorded in X-PRO yet. Common Reason The Analytics Dashboard calculates its metrics based on the service data available in X-PRO. If you have not created any service projects, service calls, or recorded any service sales, the dashboard will display zero values. This can affect metrics such as: Closed Sales Closed Rate Sales Cycle Total Calls OFew readers

What does Closed Sales mean?

Closed Sales in the XPRO Service refers to service opportunities or projects that have been successfully completed and marked as won. Once a service request, maintenance contract, support agreement, or project has been finalized and accepted by the customer, it is moved to the Closed Sales stage. Example If a customer accepts a proposed AV maintenance contract created through XPRO Service and the agreement is finalized, the opportunity is marked as Closed Sales. The deal isFew readers

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 *CreateFew readers

What does Total Calls mean?

Total Calls represents the total number of service calls have been created within the selected reporting period. This metric provides a quick overview of the overall service workload being managed by the organization. Key Details Includes all service calls logged during the selected date range. Counts calls regardless of their current status (Open, In Progress, Closed, etc.). Helps measure service activity and workload volume. Can include support requests, maintenance calls, seFew readers

How can I check whether a customer has viewed my Service Agreement?

Navigate to the Main Dashboard, click on X-PRO, and then select the Service option from the menu. You can view all created agreements in the Agreements section. To send a Service Agreement, drag and drop the agreement into the Sent category. Once the customer opens and vFew readers

How do I reorder Service Call Reasons in X-PRO Service?

Overview X-PRO Service allows administrators to reorder Service Call Reasons to control how they appear when users create or update service calls. Reordering helps prioritize commonly used reasons and keeps the list organized according to your organization's workflow. Steps to Reorder Service Call Reasons Click on the Profile icon in the top-right corner of the application. From the menu, select Settings. ![](https://storage.crisp.chat/users/helpdesk/Few readers

How Do I Move a Service Call Reason to the Top of the List?

Overview Service Call Reasons can be reordered to help organize the list and make frequently used reasons easier to access. You can change the position of a Service Call Reason using the drag-and-drop functionality. Steps to Move a Service Call Reason to the Top of the List Click on the Profile icon in the top-right corner of the application. From the menu, select Settings. ![](https://storage.crisp.chat/users/helpdesk/websFew readers

How to Create an X-PRO Service Project Using XAVIA?

Overview XAVIA allows you to quickly create an X-PRO Service project by guiding you through a simple conversation. Instead of manually entering project details, you can provide the required information to XAVIA, and it will automatically generate the project for you. Steps to Create an X-PRO Service Project Using XAVIA From the main dashboard, click the Ask XAVIA button to open the AI assistant and begin creating your project. ![](https://storageFew readers

Can I delete a Labor Types?

Overview Yes, you can delete a Labor Type in X-PRO if it is no longer needed. Labor Types can be managed from the Labor Types section under X-PRO Settings. Steps to Delete a Labor Type Click on the Profile icon in the top-right corner of the application. From the menu, select Settings. From the Settings section, open X-PRO Settings to accesFew readers

How to delete a service call for an X-PRO project?

Overview If a Service Call is no longer required, you can easily remove it from your X-PRO project. Steps to delete a 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 service call needs to be Deleted. ![](https://storage.crisp.chat/users/helpdesk/website/-/Few readers

How do I filter analytics by date range?

Filter X-PRO Service analytics by date range to analyze performance for selected periods.Few readers

What is considered a closed sale?

Overview A closed sale in X-PRO Service refers to a service outcome where a call is successfully completed and converted into a finalized sale value within the project. This is reflected in the Analytics section of the project dashboard, where closed sale value is displayed as part of overall service performance insights, helping track revenue generated from completed service activities. This sales status is updated automatically based on service call assignments within the project. !Few readers

How do I add a new Service Call Reason?

Overview Service Call Reasons help categorize and identify the purpose of a service call, such as Installation Support, Maintenance, Repair, or Troubleshooting. Adding Service Call Reasons allows your organization to standardize service requests and improve reporting and workflow management. Steps to Add a New Service Call Reason Click on the Profile icon in the top-right corner of the application. From the menu, select Settings. ![](https://sFew readers

Is There a Limit to the Number of Service Call Reasons I Can Create?

Overview No, there is no limit to the number of Service Call Reasons you can create in X-PRO. You can add as many Service Call Reasons as needed to support your organization's service workflows and business requirements. Related Articles How Do I Edit or Remove a Service Call Reason? [How Do I Reorder Service Call Reasons in X-PRO Service?](https://knowFew readers

What does the Total Calls widget display?

Overview The Total Calls widget in X-PRO Service displays the overall number of service calls created within a project, including all open, scheduled, in-progress, and completed calls, providing users with a complete summary of all service activity in one place. This chart updates automatically based on service call assignments within the project. Related Articles [How Do I ConfigFew readers

How to Edit a Service Call for an X-PRO Project?

Overview X-PRO allows you to update existing Service Calls whenever changes are required. You can modify details such as the Issue name, description, assigned technician, Stage, priority, and other relevant information. Steps to edit a service call Navigate to the Main Dashboard, click on X-PRO, and then select the Service option from the menu. Open the rFew readers

How do I identify technician workload distribution?

Overview In X-Pro Service, technician workload distribution helps you understand how service tasks are allocated across your team. Reviewing workload distribution ensures balanced task assignment, prevents overloading of technicians, and improves overall service efficiency. To view technician workload distribution, navigate to the X-PRO Service Projects dashboard. This section displays all service projects along with their assigned technicians and task details. ![](https://storaFew readers

Can I view historical analytics data?

Overview Yes, X-Pro Service allows you to view past service project data and track performance over time. This helps you review completed work, technician activity, and overall service trends to make better planning and operational decisions. Navigate to the Analytics page in X-Pro Service. Click on the More Filters option, then select the required filters to view the historical analytics data. ![](https://storage.crisp.chat/users/helpdesk/website/-/e/3/c/d/e3cdae6433963000/downloadFew readers

What are the default Service Call Stages available in X-PRO Service?

X-PRO Service includes a set of default Service Call Stages that help track a service request from creation to completion. These stages provide visibility into the current status of a service call and help teams manage service workflows efficiently. Default Service Call Stages Stage Description Open The service call has been created and is awaiting action or assignment. Scheduled The service call has been scheduled for a technician or service team.Few readers

How to create a Service agreement for a X-PRO project?

Overview A Service Agreement allows you to define the terms, coverage, schedule, and services that will be provided to a customer as part of an X-PRO Service Project. Creating a Service Agreement helps ensure that recurring maintenance and support activities are properly managed and tracked. Steps to create a service agreement for a X-PRO project Navigate to the Main Dashboard, click on X-PRO, and then select the Service option from the meFew readers

How to delete a Service Agreement for an X-PRO Project?

Overview If a Service Agreement is no longer required, X-PRO Service allows you to delete it from the associated Service Project. Deleting a Service Agreement removes it from the project and prevents any future service activities from being generated under that agreement. Steps to delete a service agreement Navigate to the Main Dashboard, click on X-PRO, and then select the Service option from the menu. ![](https://storage.crisp.chat/users/helpdesk/websFew readers

How do I search for a Service Project in the mobile app?

Search for service projects in the X-PRO mobile app using project details and filters.Few readers

How do I create a new Service Project in the X-PRO mobile app?

Open the XtenAV Mobile App and tap the X-PRO option located in the bottom-right corner of the screen. Open the XtenAV Mobile App and tap X-PRO in the bottom-right corner. Then, click on X-PRO Installation. From the bottom of the page, the available options will appear. Tap *Few readers

How do I access agreement details from the Agreements tab on mobile app?

Overview In the X-Pro Service mobile app, agreement details can be accessed from the Agreements tab, where all user agreements are listed and linked with related service and project information for quick access on the go. Open the X-PRO Mobile App and navigate to the X-PRO section. In the X-PRO section, tap the X-PRO Installation option located at the top of the screen. ![](htFew readers

How do I view all Service Projects in the X-PRO mobile app?

View all service projects in the X-PRO mobile app and access project details from anywhere.Few readers

Can I create custom Service Call Reasons?

Overview Yes, you can create custom Service Call Reasons in X-PRO to better organize and categorize your service calls based on your business needs. Custom Service Call Reasons help your team quickly identify why a service call was created, making it easier to track, manage, and report on service activities. 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 **SetFew readers

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. ![](https://storage.crisp.chat/users/helpdesk/website/-/e/3/c/d/e3cdae6433963000/james-setting_45Few readers

What Is the Purpose of Service Call Reasons in X-PRO Service?

Overview Service Call Reasons in X-PRO Service are used to classify and identify the purpose of a service request. They provide clear context about the type of work required, helping service teams organize, track, and manage service calls more efficiently. By assigning a Service Call Reason to each service call, organizations can standardize service operations and improve visibility across projects and support activities. Why Use Service Call Reasons? Service Call Reasons help teams:Few readers

How Do Service Call Reasons Help Categorize Service Requests?

Overview Service Call Reasons help classify service requests based on the type of work being performed. By assigning a specific reason to each service call, organizations can organize requests more effectively and ensure that technicians, project managers, and service coordinators understand the purpose of the call from the start. How Service Call Reasons Categorize Requests: - When a service call is created, users select a Service Call Reason that best describes the issue or service bFew readers

How do I create and manage Service Call Reasons in X-PRO Service?

Service Call Reasons help categorize and identify the purpose of a service request. They provide a standardized way to classify service calls, making it easier to track, report on, and manage service activities. Steps to configure Service Call Reasons Click on the Profile icon in the top-right corner of the application. From the menu, select Settings. From the SettingsFew readers

How Do I Add a Custom Labor Type for Service Calls?

Overview X-PRO allows you to create custom Labor Types that can be used when scheduling and managing service calls. Custom Labor Types help categorize service work and ensure accurate labor tracking. Steps to Add a Custom Labor Type Click on the Profile icon in the top-right corner of the application. From the menu, select Settings. From the **SetFew readers

What are Service Call Stages and how do they work?

In XTEN-AV X-Pro, Service Call Stages are used to track the progress of a service request. Stages help teams understand the current status of work, assign responsibilities, and monitor project execution efficiently. XTEN-AV allows administrators to create and customize these stages based on their workflow requirements. Click on the Profile icon in the top-right corner of the application. From the menu, select Settings. ![](https://storage.crisp.chat/users/helpdesk/website/-/e/3/cFew readers

Web Application

How Do I Create a New Agreement in X-PRO Service?

How are calls assigned to technicians?

What information is available in the Analytics section?

What Is the Difference Between Hourly Cost and Hourly Price in Labor Types?

How do I change the resource assigned to a service project?

What Information Is Required When Creating a Service Call?

How is Closed Rate calculated?

What happens if I rename a Service Call Reason that is already in use?

Mobile App

How do I reopen a Completed Service Call on mobile app?

How do I edit an existing Service Call?

How do I view the start and end dates of a Service Project on mobile app?

How do I see which group a Service Project belongs to on mobile app?

How do I view project analytics in the X-PRO mobile app?

How do I open a Service Call and view its details?

What information is displayed on a Service Project card?

How do I assign a technician to a Service Call?

How do I update the status of a Service Call?

How do I access additional options for a Service Project on mobile app?

How do I mark a Service Call as Completed on mobile app?

How do I clear applied project filters on mobile App?

How do I view Open Service Calls?

How do I switch from Projects to Calls view on mobile app?

How do I identify the current stage of a Service Project on mobile app?

How do I clear applied filters in mobile app?

How do I create a new Service Call from the mobile app?

How do I view Parts Received Service Calls on mobile app?

How do I access the Calls tab in X-PRO Mobile?

How do I track open Service Calls on mobile?

How do I change the priority of a Service Call?

How do I view Service Calls in the X-PRO mobile app?

How do I delete a Service Call from the mobile app?

How do I view Part Awaiting Service Calls?

How do I move a Service Call from Open to Scheduled on mobile app?

How do I filter Service Projects in the mobile app?

How do I search for a specific Service Project on mobile app?

How do I search for a Service Call in the mobile app?

How do I add notes to a Service Call in mobile app?

How do I view attachments associated with a Service Call in mobile app?

How do I open a Service Project from the Projects screen on mobile app?

How do I create a Service Call using the '+' button in mobile app?

What filters are available on the Service Projects screen on mobile app?

How Do I View Parts Ordered Service Calls on mobile app?

How do I re-order Service Call Reasons in X-PRO Service on mobile app?

How do I filter Service Calls in mobile app?

Can I create a Service Call for an existing Service Project in mobile app?

How do I view Scheduled Service Calls?

Can I create a Service Agreement from the mobile app?

How do I access the Projects page in the mobile app?

How do I view Service Agreements in the X-PRO mobile app?

How do I Attach Files to a Service Call in mobile app?

How Do I Create a New Project in X-PRO Service?

What are Service Agreements?

How Do I Search for a Specific Project by Name?

How can I manage Labor Types in X-PRO Service?

How do I track the progress of a service call using stages?

What does the Accepted status mean in Agreements?

Why Is My Agreement Still Showing as Draft?

Can I Upload an Existing Agreement into X-PRO Service?

How do I filter Service Projects by Assigned Resource?

What information is available in the Project Overview dashboard?

What Does the Draft Status Mean in Agreements?

What Information Is Required to Create a Service Agreement?

How do I create a New Service Call?

What are Labor Types and how are they used in X-PRO Service?

How do I set Margin and Markup for Labor Types?

Can I duplicate an agreement?

How to Create Service Calls in X-PRO Service?

Can I filter agreements based on their status?

How can I assign resources to a project?

Can I reorder Service Call Stages in X-PRO Service?

How do I delete a project in X-PRO Service?

What does the Sent status mean in Agreements?

How can I edit an X-Pro service existing project?

How Can I View All Projects in X-PRO Service?

How can I view Service Project details?

How do I set a project Start date in Service?

How do I create a new Labor Type in X-PRO Service?

How do I edit an existing Agreement?