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To work with an existing record that is assigned to a location or service call, select the equipment record, and then use these tabs to view more information.
| Tab | Description | ||
|---|---|---|---|
Equipment | View equipment details. Equipment records for a customer location are displayed only if a service call is assigned to the customer location. | ||
Contracts | View any contracts for the equipment that you are servicing. The contract type might affect the service that you provide. | ||
Meter Readings | View meter readings that are associated with the equipment record. | ||
Refrigerant | If your organization uses refrigerant tracking, you can use this tab to view refrigerant tracking information for equipment on a service call. This information is used to track leak rates and to report annual refrigerant usage to the Environmental Protection Agency (EPA). You can also create a refrigerant tracking record for equipment that is assigned to a service call. | ||
History | View service history for the equipment. Request history to display the list of completed service calls. The number of records that are displayed is determined by an administrator during setup. | ||
Map | If your device supports mapping and a valid latitude/longitude or location address is entered in Service Management, use this tab to see the mapped location of an appointment. View the location on a map.
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Notes | View any additional notes about the equipment. Depending on the setup, you might not be able to edit an existing note. |
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