- Choose Customers. Select a customer and choose the Locations tab. Select a location and choose the Equipment tab.
OR - Choose Service Calls. Select a service call, choose More, and then choose the Equipment tab.
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. If the map does not show the correct location, you can update the GPS location using your device's GPS. For information, see Updating GPS coordinates. |
Notes | View any additional notes about the equipment. Depending on the setup, you might not be able to edit an existing note. |
To create an equipment record for a location where you are performing a service call, choose the New icon. This icon might not be displayed if you don't have a service call at the selected location. For more information, see Create or change an equipment record.
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