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Customer Center is a centralized location to view equipment and service data for a branch or for a specific customer within that branch. If branch filtering is turned on, the information will default to the branch the user is assigned to. For more information on branch filtering, see
User branch filtering.
Cards > Signature Equipment > Customer Center...
- View equipment totals of the total amounts of equipment, rentals, leases, tracking, pending, registration due, registration expired, one-way rentals, and unavailable equipment.
- View service call totals of service calls, open calls, calls that need review, approved calls, disputed calls, quotes, purchase orders, unassigned calls, and total unbilled amount.
- In the equipment inquiry section, you can quickly locate equipment, provide availability information, and pricing information.
- Using the transaction buttons, you can create a new service call, rental agreement, rental booking, job agreement, job booking, lease, or sales transaction.
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