Accessing a Service

Before we talk about how to perform a Service, lets quickly talk about how to find them.

How are Services Created?

You can read about how Service records are created in the Management portion of this guide: Managing Services - (Scheduling and Other Details)

How to find a Service

You can find a Service record in multiple places, the following three will be the ones you use the most.

From a Calendar

On the Restocker App home page you will find a calendar with entries representing the Services that belong to you.
If you're a manager (as shown in the screenshot) you will see all Services in your region and a filter panel that can be used to filter down to a specific Restockist.

Clicking one of these calendar entries will give you a popup that includes a bit more detail. You may click the 'Details' button on the popup to navigate directly to the Service's record page.

A Calendar with Services on it also appears on the Account record page, showing Services for that Account.

From your Home Page

On the right-hand side of the Restocker App's home page are two lists: 'My Services Today' and 'My Upcoming Future Services'.
These lists contain up to 5 services that are assigned to you and due today, or in the future.
If you want to see more than 5 services, you can select 'more' or use the arrow next to the list name to see the entire list.

Clicking on an entry in either list will take you directly to the Service's record page.

There are related lists with Services scattered throughout the Restocker app. The most prominent is on the Account record page under the 'Services' sub-tab.

Clicking on one of the entries in the related list will take you to the Service's record page.