The Service Manager add-on gives you quick access to all service records, making it easy to track the history of each piece of equipment. It will help improve customer satisfaction and increase the efficiency of your service business.


  • Track equipment by customer
  • View/print equipment service history
  • Set follow-up dates
  • Flexible sorting of parts and labour information
  • Create purchase orders from service orders
  • Link purchase orders to service orders
  • Multiple word search of all records
  • Automatic shop supplies


In Company Settings, there is an Equipment section for defining customized labels for all fields that appear on the customer and sales Equipment screens.

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.

Customer Equipment

When a Customer purchases a piece of equipment that is eligible for service, it should be added to the Equipment tab to store information about the item and track service visits and issues.

Edit an equipment record to view or edit the contents. The screen below shows the system default field labels, and if you have changed these then that is what you would see as labels instead.

You can also access the entire equipment list for all customers from the Customers top menu and the Equipment selection.

Read the Customers manual topic for more detailed information about the usage purposes of the fields.

Service Sales

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.

Video Instruction

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