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You can initiate a new service call from the Equipment Master window for an existing equipment record. If you are creating a new equipment record, you will need to save the equipment record before 

Creating the Service Call

  1. To access the Equipment Master window, go to Cards > Service Management > Service Manager > Additional > Equipment OR Select Cards > Sales > Customer > Location > Equipment.
  2. Select the equipment.
  3. Select the New Call button.
  4. The Service Call window opens with the Equipment ID defaulting into the service call.