Overview
To accurately track equipment service history, mark equipment as serviced by a pricebook task on an invoice.
Who uses this feature
Office users
Applies to all business types
Things to know
To service already existing installed equipment make sure the equipment is added to the location profile.
If you don’t see the installed equipment item in the list of Equipment on the Add a task screen, add the equipment to the location profile. For more, see Add equipment without invoicing the customer.
Attach installed equipment to a task on an invoice
Go to the top toolbar and click Search
.Select the Invoice option from the dropdown and click Search
.
Select the invoice.
On the Invoice screen, click Add a task.
Select the installed equipment from the dropdown list.
When finished, click Save.
You can see the equipment you selected in the Tasks section of the invoice.
This service record populates in the equipment's History section to review the service history.
The job's completion date also populates in the Equipment Template in Reports 2.0 > Last Service Date KPI.
