These settings are only available if the optional “Service Manager” module is used. Each field label with equipment is customizable.

Prompt for Reading – When enabled, creating a Work Order and selecting an Equipment number on the Service Info tab requires a Current Reading value. If a Reading is not entered, an error will appear and prevent saving the order.

Populate Territory field with customer province/state – When a piece of equipment is added to a customer, the customers province/state gets automatically entered into territory.

Label – The name of the field as it is stored in the database
Text – The name that appears on screen and what is printed on default reports. Click into a cell to enter the desired screen label.

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