Service Management Core
- Documentation Reviewer
The procedures described in this section are a step-by-step guide for setting up and completing tasks within the Service Management Core module. You'll be introduced to each major window in the Core module and you'll begin using the Service Manager, Customer, Location, Equipment, Service Call, Dispatch Board, and Technician Board.
The Service Manager window is the central window in Service Management and is the starting point for navigation to many other major windows.
We strongly recommend you complete the setup procedures before attempting any procedures.
Remember, as you begin to enter data in the Service Manager, Customer Maintenance, Customer, Location, Equipment, Service Call, and Dispatch Board windows, you may wish to enter data in as many fields as possible. This helps fill the numerous reports. It also helps when using the lookup windows to search for customer, location, phone, or equipment information.
Related topics:
- Core Module Setup
- Using the Service Manager Window
- Setting up Service Classes
- Using Global Filters
- Working with Customer Records
- Using Temporary Customers
- Using Contact Management
- Working with Location Records
- Working with Equipment Records
- Working with Building Records
- Working with Service Calls and Appointments
- Integration with Equipment Management Series
- Using the Dispatch Board
- Using the Technician Board
- Using the Service Monitor
- Reminder Notes in Service Management
- Posting Payroll Transactions to Service Management
- Entering Signature GL Transactions
- Working with Time Zones
- Editing Service GL Transaction Journal Entries
- Scheduling Non-Technician Resources