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The equipment database allows you to monitor equipment warranty types and expiration dates, which helps you avoid billing a customer for a service that is covered under warranty. Tracking equipment information can also help your marketing efforts by identifying the recommended service or maintenance contract sales opportunities.

A Warranty indicator Image Removed appears indicator appears in several windows if equipment associated with a service call or maintenance call is covered by a warranty. You associate equipment with a service call in the Service Call Tasks or Service Call Tasks window. You associate equipment with a maintenance contract in the Contract Coverage Maintenance window. The indicator appears in the Service Call, Service Invoice, Maintenance Costs, and Adjustments to Costs windows. If the date in the Warranty Expires or Extended Warranty Expires field in the Equipment window is greater than the date the service call was opened, the indicator appears.

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Note
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  • 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 if associated with a maintenance contract, appears on the equipment record. See Setting Up Equipment Types.
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Creating an Equipment Record

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  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.
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