- Choose Customers Customers
Image Added. Select a customer and choose the Locations tab. Select a location and choose the Equipment tab.
OR - Choose Service CallsCalls Image Added. Select a service call, choose More, and then choose the Equipment tab.
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To create an equipment record for a location where you are performing a service call, choose the New icon Image Added 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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