You can initiate a new service call from the Equipment Master and/or Equipment Component window for an existing equipment record. If you are creating a new equipment record, you will need to save the equipment record before you can select the New Call button.

Creating the Service Call from the Equipment Master Window

1. To access the Equipment Master window, go to Cards > Service Management > Service Manager > Additional > Equipment OR Select Cards > Sales > Customer > Location > Equipment.
2. Select the equipment.
3. Select the New Call button.
4. The Service Call window opens with the Equipment ID, as well as the Customer ID and Location ID, defaulting into the service call.

Creating the Service Call from the Equipment Component Window

1. To access the Equipment Master window, go to Cards > Service Management > Service Manager > Additional > Equipment OR Select Cards > Sales > Customer > Location > Equipment.
2. Select the equipment.
3. Select Component.
4. Select the New Call button.
5. The Service Call window opens with the Equipment ID, as well as the Customer ID and Location ID, defaulting into the service call.