Service Manager - Assets

Setup

Navigation: ... Service Manager List View > Menu (button) > Service Manager

Classes

• A class can be created for assets as follows:

  1. Description = Asset Maintenance

  2. Code = Assets

  3. Projects = Checked or unchecked depending on whether it involves a project or if there are specific tasks staff must complete.

  4. Components = Checked or unchecked depending on whether components are used.

  5. Contacts = 

     1. • Internal: Used for internal assets. With this option any asset created as an item can be selected (subject to the selected Item Categories).

        • Customer: Used for assets that are owned by customers (e.g. if you service them) or assets that are leased to customers. With this option only items that are linked to the ticket's customer can be selected (subject to the selected Item Categories).

  6. Item Categories = 

     1. Right click the column and select View/Edit Item Categories from the context menu.

     2. Move the categories that contain the assets from the Available to the Selected section.

  7. Transactions = 

     1. Right click the column and select View/Edit Transactions from the context menu.

     2. Move the transactions from the Available to the Selected section (e.g. Customer Invoices if maintenance charges are invoiced to customers).

  8. Messages = 

     1. Right click the column and select View/Edit Messages from the context menu.

     2. Move the applicable messages from the Available to the Selected section.

  9. SP for Detail = If you have a custom stored procedure paste its name in the block provided, otherwise copy the name from any other SP and paste it next to the new class.

Categories

• Categories can be created for the Asset class based on the services that should be linked. 

• For example: General Service, Repair, Recall, or Return Repair.

Tickets

Only the header section differs from other tickets and can be completed as follows:

1. Customer (if applicable) = Select a customer from the dropdown list.

2. Contact = Select the customer's contact person. This person is emailed if emails are sent.

3. Rep = Select a rep if applicable.

4. Category = Select the applicable category.

5. Reference = If a lookup list exists, select an entry, else type information about the asset (e.g. smudges on paper).

6. Item = Select an item. If a customer is selected, only items linked to that customer can be selected. If no customer is selected because it is an internal ticket, any asset can be selected.

7. KM/Cycles/Hours = Type the current value based on the unit selected for the item (on the item's Assets tab).

Related Topics

• Reference: Edit Views

• Reference: List Views

• Reference: Notifications

• Reference: Overview & Settings

• Reference: Projects

• Reference: Reports

• Reference: Setups

• Reference: Timekeeping

• Tutorials: Production Suggestions

• Tutorials: Timekeeping