- When setting up an equipment record, we recommend that you enter data in as many fields as possible. Detailed record keeping helps to fill report information more completely. It also helps when using the Find button on the Service Manager window to locate a customer based on equipment information.
- You can set up Equipment Types to save data entry time when creating new equipment records. Think of equipment types as templates to be used when creating similar equipment records. When you create a new equipment record, information from the equipment type template, including the task list, appears on the equipment record. See Setting Up Equipment Types.
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