Service Delivery

Customer Equipment Find equipment by serial number Find equipment by serial number Look up a unit quickly by its serial number, name, asset tag, or equipment number. Use the… Customer Equipment Auto-register equipment from sales Auto-register equipment from sales Equipment can be created automatically when a tracked product is sold, fulfilled, or installed, so your asset registry… Customer Equipment Add a warranty Add a warranty Track warranty coverage on a unit so you know what is covered and until when. Open the unit from… Customer Equipment Record service and view service history Record service and view service history Log maintenance against a unit and review everything done to it. Open the unit from Customer… Customer Equipment Edit equipment and update its condition Edit equipment and update its condition Keep a unit’s details and condition current. Open the unit from Customer Equipment. Select Edit to… Customer Equipment Add customer equipment Add customer equipment Register a unit installed at a customer site. Go to Customer Equipment and select Add Equipment. Choose the Customer… Customer Equipment Customer Equipment overview Customer Equipment overview Customer Equipment is the registry of the units installed at your customers’ sites — the assets you sell, install,… My Schedule Get directions and add a note Get directions and add a note While working a job from My Schedule, you can navigate to the site and record notes… My Schedule Update a job’s status from My Schedule Update a job's status from My Schedule As you work through your day, keep each job's status current so the office and… My Schedule My Schedule Overview My Schedule Overview My Schedule is the field technician's view of their own work orders. It shows the jobs assigned to you…