Assigning Equipment to a Service Call via the Default Task

An equipment record will automatically be added to a service call, via the Default task, if you initiate the call using the Find button in the Service Manager window.

Assigning equipment to a service call via the default task involves the following:

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Step 1: Find the equipment

1. Choose Cards > Service Management > Service Manager.

2. Choose the Find button.

3. Select the Equipment radio button and enter the equipment information in the Find field.

4. Choose Find.

5. Double-click a piece of equipment in the Equipment by Equipment ID window to open the Service Manager window.

Step 2: Create a service call for the equipment

1. Choose the New Call button.

2. Complete the Service Call window. See Creating Service Calls with One Appointment. Default appears in the Task Code field. Because we used a piece of equipment to find the customer and create the call, the system generated a Default task with the piece of equipment assigned to it.

Step 3: Edit the default task

Choose the Tasks button, select the Default task, and complete the Service Call Tasks window.

Step 4: Print the workorder

Choose the Print button in the Service Call window. Workorder 4 lists the task information and Workorder 5 lists the service call information with appointments.