Core Module Procedures
- Documentation Reviewer
The procedures described in this chapter are a step-by-step guide for 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 in this chapter.
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.
See also:
- Using the Service Manager Window
- Setting up Service Classes
- Creating Customer Records
- Using Contact Management
- Creating Location Records
- Creating Equipment Records
- Creating 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
- Scheduling Non-Technician Resources
- Reminder Notes in Service Management
- Using Temporary Customers
- Posting Payroll Transactions to Service Management
- Entering Signature GL Transactions
- Working with Time Zones