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- Choose Service Calls. Select a service call, choose More, and then choose the Equipment tab. Equipment that is already assigned to the selected service call is displayed.
- At the top of the pane, choose the View Unassigned filter to view equipment that is at the customer location, but that isn't assigned to the service call. This filter lets you switch between assigned and unassigned equipment.
Select an equipment record and choose Assign.
Note Your company settings may require you to assign a piece of equipment to be during appointment completion.