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Kimberly Onnen

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  1. Open the equipment list for a customer or a service call:
    • Choose CustomersCustomers Image Added. Select a customer and choose the Locations tab. Select a location and choose the Equipment tab.
    • Choose Service CallsCalls Image Added. Select a service call, choose More, and then choose the Equipment tab.

  2. Choose the Meter Readings tab, and then choose the New  icon. 

    Note

    After a meter reading is synced, you can update the meter reading throughout the current day. However, you can't change meter readings for previous days.

  3. Enter information in the user-defined fields. For assistance with how to set up or enter information in these fields, contact your system administrator.

    FieldDescription

    *Equipment

    The equipment ID.

    *Reading Date

    By default, today's date is displayed and can't be changed. You can enter meter readings only for today.

    Equipment Reading 1-5

    Integer fields.

    Equipment Reading 6-15

    Numerical to two decimal places.

    Equipment Reading 16-18

    Use the date controls to select a date.

    Equipment Reading 19-20

    Currency fields.

    Equipment Reading 21-25

    Text fields that have a maximum of 30 characters.

    *Required field

  4. Choose the Save  icon.