This feature allows you to more easily initiate a service call for a piece of equipment. You can initiate the service call by selecting a piece of equipment, and the system will create the default task for that equipment. The equipment ID now appears on the Service Call window. You can still initiate a call the conventional way by adding tasks, then assigning equipment to those tasks.

The Equipment button in the Service Manager window opens the Equipment Lookup window. Choosing an equipment record from this window automatically assigns the equipment record to the call when the call is created from the Service Manager window. In addition, you can now assign multiple tasks to a service call from a single window. This window is called Service Call Task Codes.

You can still use the Find button to automatically assign equipment to a call via the default task. In addition, you can still assign tasks using the Tasks button in the Service Call window.

Assigning an equipment record to a service call

1. Choose Cards > Service Management > Service Manager.
2. Choose a customer.
3. Choose the Equipment button to open the Equipment Lookup window.
4. Select an equipment record to assign it to the service call. The Edit button opens the Equipment Master window, where you can edit the equipment record. The selected equipment ID populates the Equipment ID field in the Service Manager window. If the equipment was assigned a sublocation in the Equipment Master window, the sublocation populates the Sublocation ID field in the Service Manager window.
5. Choose New Call in the Service Manager window to create the service call.

Assigning tasks to the equipment record

You can now assign multiple tasks to a piece of equipment for a service call. This works similar to assigning tasks to a contract. For detailed instructions, see the section Assigning tasks and task lists to equipment.