Using the Service Manager Window

The Service Manager window is the central window in Service Management. Because it is used to navigate to all major windows, it is considered the primary entry point into Service Management. Select Cards > Service Management > Service Manager.

A Stop-and-Go Light that indicates a customer's accounts receivable status is displayed in this window, as well as indicators of maintenance contracts, global filtering, master contracts, service level agreements, maintenance contract quotes, and overdue preventive maintenance service calls. For more information on the Stop-and-Go Light indicator, see Use Stop-and-Go Light with Receivables Status.

For more information regarding other indicators, see Symbols, Buttons, and Indicators.

Select the Notes icon to the right of the Customer ID, Location Address ID, Contract Number, Equipment ID, and Job Number fields to view, edit, add, and delete notes. See Reminder Notes in Service Management.

You can use the Service Manager window to locate records, view a customer's status, and navigate to the Customer, Location, Equipment, Maintenance Contract, Contract Quote, and Service Call windows.

Use the Go To button from the Navigation ribbon to quickly access the customer's branch, master contract, quote, and location contacts.

See also: