Assigning Equipment to a Service Call

Your company settings may require you to manually assign a piece of equipment during appointment completion.

1. Choose Service Calls . 
2. Select the service call, choose More, and then choose .
3. Choose the Equipment tab. Equipment that is already assigned to the selected service call is displayed.
4. 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.

5. Select an equipment record and choose Assign to Service Call. 

   NoteYour company settings may require you to assign a piece of equipment to be during appointment completion.

Unassigning Equipment from a Service Call

You can unassign equipment from For equipment you have manually assigned to a service call if you haven't synced your device after assigning the equipment. Once you have synced your device, the back office will need to unassign the equipment in Service Management., you have the ability to unassign the equipment provided you have not synchronized your device.  

1. Choose Service Calls . 
2. Select the service call, choose More, and then choose .
3. Choose the Equipment tab. Equipment that is already assigned to the selected service call is displayed.

4. Choose the equipment and then choose Unassign. 

   Note
   If you selected equipment that has been synced, the Equipment window displays. You won't have an option to Unassign synced equipmentthe Unassign option is not available for selection, your equipment has already been synchronized to the back office thus it will have to be removed from the service call in Service Management.