...

• Refrigerant Tracking
  Select to open the Refrigerant Tracking window. For more information, see Refrigerant Tracking.
• Equipment Test Results
  Select to open the Equipment Test Results window. For more information, see Service Equipment Testing.
• Meter Readings/Hours
  Select to open the Meter Readings / Hours window. For more information, see Entering Equipment Readings.
• Service History
  Select to open the Service History window. For more information, see Reviewing Service History.
• Replacement Parts
  Select to open the Equipment Replacement Parts window. The replacement parts default from the equipment type, if applicable, or you can use the lookup to select the Item Number. Any replacement parts that you've added manually to the equipment record are not cleared out if you add or change the Equipment Type.
• Maintenance Tasks
  Select to open the Maintenance Tasks window. This window opens if the equipment has a contract assigned. This button displays if you've purchased the Maintenance Contract module. For more information, see Reviewing Maintenance Tasks.
• New Call
  Select to open the Service Call window with the Equipment ID automatically populated. For more information, see Creating a Service Call Using the New Call button.

Editing an Equipment Record

1. To edit an existing Equipment Record, you can access the Equipment window in one of two ways:
   • Select Cards > Service Management > Service Manager > Additional > Equipment. Select the equipment and then select Edit.
   • Select Cards > Sales > Customer > Location > Equipment. In the Equipment window, use the lookup to select the equipment to be edited.
2. See the content above for Equipment Master field descriptions.
3. Select Save.