Set up ability to attach equipment to a jobLast updated on 11/30/2022
You can set up the ability to attach equipment when booking a job so that your CSRs can quickly add equipment without having to navigate to the job record once the job is booked.
Things to know
When enabled, your CSRs can add equipment to a job directly from the Call Booking screen.
When enabled, technicians can see the equipment they need to work on during the job as well as any services performed previously on the equipment.
Set up attach equipment to a job
Go to the navigation bar and click Settings .
In the side panel, click Operations > Job Booking.
Use the toggle to enable or disable Attach Equipment to Job.
Important note: Some features may not be currently included in your account and additional configuration may be required. Please contact technical support for details.