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1. Choose Cards > Service Management > Service Manager. In the Service Manager window, select a customer. Choose Additional, and then choose Equipment.
2. In the Equipment Lookup window, highlight the piece of equipment you wish to add tasks to. Choose Edit.
3. Choose Maintenance Tasks in the lower right corner of the window. If there is more than one maintenance contract for this equipment, select the one you wish to edit in the Equipment Contract List window and choose Select. The Maintenance Tasks window opens.
4. If there are task codes already assigned to this equipment, they can be viewed using the arrows on either side of the Task Code field. If the task code you are viewing is part of a task list, the task list ID for that task will be displayed in the space below the Task Code. The arrows will scroll through all individual tasks for all task lists assigned to the equipment.
5. Selecting the Subtasks or Estimate tabs will display the subtasks or estimated time and cost for the individual task. Subtask materials can be added in the Subtask tab. Estimated hours and estimated costs for each task can be edited from the Estimate tab.
6. Multiple task lists can be assigned to a piece of equipment. To add a task list to the Equipment, choose Task List. This will open the Copy Task List window. Select the task list you wish to copy to the equipment record and fill out all the required information in this window. For more information on completing the Copy Task List window, see Copying a task list.
7. To assign an individual task to a piece of equipment, choose Tasks. If you choose the Tasks button while you are viewing a task code currently assigned to a task list, the new task will be added to that same task list within the record.
8. To add an individual task that should not be part of a task list, Clear the Maintenance Tasks window before choosing Tasks, or delete the task list ID that appears in the Task List ID field when the Contract Task Maintenance window opens.

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1. In the Service Call Tasks window, choose Task. Use the task code lookup in the Service Call Task Codes window to select an existing task code. Insert it and close the Service Call Tasks Codes window. The task, its subtasks, and any attached information will populate the Service Call Tasks window.
2. Complete the information in the Service Call Tasks window for each new task.
   • Hours
     The total estimated labor hours entered for the task in the Task Codes window display. If you edit this amount, only the total estimated labor hours are affected, not the estimated labor hours in labor categories 1 through 5.
   • Skill Level
     The skill level entered for the task in the Task Code Setup window displays. You can enter a new skill level or use the lookup to select one.
   • Equipment ID
     Enter the piece of equipment being serviced by the task. One piece of equipment can be assigned to a task. If a task is to be performed on more than one piece of equipment, the task must be entered once for each piece of equipment. You can zoom on the Equipment ID field to open the Equipment lookup window.
   • Sublocation ID
     Enter the location within the building where the task is to be completed. A location can be selected using the lookup if you marked the option Use Validation for Sublocations in the Service Options window. The lookup is disabled if the option is not marked.
   • Trouble Code, Resolution Code
     Enter a trouble code and resolution code. Trouble codes provide another way of tracking types of service problems. Code numbers track what the problem was and how it was corrected. Tracking trouble codes can help determine how often you service a customer for the same problem, perhaps indicating the need for a maintenance contract agreement.
   • Task Status
     The status selected for the Default Task Status in the Service Options window will default here. If you did not select a default task status, you receive a message instructing you to do so when you attempt to open the Service Call Tasks window. Override the default by choosing a different status from the lookup window. For more information, see Setting up the Default Task Status. You can use the Complete All button to change the status of all tasks to Complete.
   • Completion Date
     The task's completion date will be set to the current system date and can be changed.
   • Comment
     Enter a note up to 120-characters long.
   • Originating Task Response
     If the service call was automatically created from a Repair task response, the task responses detail from the original call display in this field. For example, if there is a two foot tear in the upper left side of the trailer that needs to be repaired and billed to the customer, this field may display "2.2.1, Description: Left Side Damage Detail, Repair: Yes, Bill: Yes, Damage Type: Tear, Repair Method: Patch, Position: Upper/Left, Length: 2.00, Reference: 1, More: Yes."  For information on creating a Repair task response, see Assigning responses and response types to a task.
   • Task Response
     Task responses will usually be entered after the appointment to track detailed results for each task on a service call. To enter responses for each task, use the browse buttons to browse through each record in the scrolling window.
3. When you have finished adding tasks, Save the window. The service call appointment can now be scheduled. For more information, see Creating service calls using tasks.

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Quote task lists, once created, can be used to generate maintenance contract quotes. From there, the quote can be converted to an actual maintenance contract. For more information, see the sections see Generating a maintenance contract quote and Generate a maintenance contract from the quote of  in the Maintenance Contract Quote Module chaptersection. You must own the Maintenance Contract Quote Module to perform these tasks.

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