- Choose Select Customers
. Select a customer and choose select the Locations tab. Select a location and choose select the Equipment tab.
OR - Choose Select Service Calls . Select a service call, choose select More, and then choose select the Equipment tab.
To work with an existing record that is assigned to a location or service call, select the equipment record, and then use these tabs to view more information.
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To create an equipment record for a location where you are performing a service call, choose select the New icon. This icon might not be displayed if you don't have a service call at the selected location. For more information, see Create or Change an Equipment Record.
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