The Service Info tab appears if the optional Service Manager module has been added. This add-on gives you quick access to all service records, making it easy to track the history of each piece of equipment.

When you want to create a new customer transaction for a service call, you can either create a standard sales order, or instead create a work order if you wish to use an order number from a separate numbering sequence for service orders as compared to inventory sales. On the Main tab, you typically would enter non-inventory details for the labour charges and parts used for the service, to specify the dollar amounts and accounting. And on the Service Info tab, you select the equipment being serviced.

All Equipment information from the setup record is displayed here, including any special notes and past service history. Generally, the only data you might need to enter on this screen is the estimate amount for the service and a Reference value if the work is being quoted, and the Current Reading number if the equipment supports that value.

Only one equipment number can be selected on a single sales or work order – if multiple equipment items require service then they need to be entered as separate orders.

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