Autotask Service Calls are a great way to organize/sort/order work for engineers. Unfortunately, it’s very difficult to know who created a Service Call, when, why, when they did an edit, etc.
One solution for this is to create a special mailbox that contains notifications for Service Calls.
A Service Call Form can be used in the New Service Call in Tickets/Tasks as well as via the Dispatch Calendar.
What you can do is create a new Form in Autotask Form Templates of type Service Call, and then include the special mailbox in the Other Email(s) field, like so:
To see this in action, in Dispatch Calendar for example, click New->Service Call and then choose the new Form in “Enter Speed Code”:
Note, your end-user will see the CC if you have your Form set to email them as well.
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