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  • Appointment
    The equipment options are to Assign to Service Call (if not already assigned), Unassign (if assigned and not yet synced), and More to open the Equipment form. 

    NoteIf the equipment is already assigned and the device has been synced, the Equipment form automatically opens without showing additional actions.
  • Service Call
    The equipment options are to Assign to Service Call (if not already assigned), Unassign (if assigned and not yet synced), and More to open the Equipment form. 

    note

    If the equipment is already assigned and the device has been synced, the Equipment form automatically opens without showing additional actions.

  • Equipment
    You can create a new service call by selecting the equipment and then Create Service Call.  If there is more than one status, select the status information to be added to the Service Call Description.
  • Customer
    Select the equipment to open the Equipment form.
  • Location
    Select the equipment to open the Equipment form.