You can view the customer location's equipment.

Notes

The ability to perform these actions is dependent on the user role permissions assigned to your user role by your administrator.
If the Equipment window is not displaying the fields that you need to create the equipment compared to using Signature Service Management, ask your System Administrator to review the page display settings. For more information, see Displaying Service Call, Appointment, & Equipment Form Fields.

Viewing Equipment

To view the equipment for a customer location, select a customer in the Customer Hub.
In the details section of the Customer Hub, select the Equipment tab.
Right-click on an equipment name and then select from the following:
- Add Equipment - Opens the Equipment window. See Creating New Equipment or Component Equipment.
- Edit Equipment - Opens the Equipment window. See Editing Equipment and Component Equipment.
- Add Note - Opens the Service Call note window. See Working with notes and attachments.
- Add Attachment - Opens the Service Call attachment window. See Working with notes and attachments.
- View Note - Opens the Notes/Attachments window. See Working with notes and attachments. (Displays if a note exists.)
- View Attachment - Opens the Notes/Attachments window. See Working with notes and attachments. (Displays if an attachment exists.)

Available Data Columns

The default columns that display are: