Service Management Core

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.

See also:

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