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.
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 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. 

Unassigning Equipment from a Service Call

For equipment you have manually assigned to a service call, you can unassign the equipment provided you have not synchronized your device.  

1. Choose Service Calls. 
2. Select the service call, choose More.
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. 

   If the 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.