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e. Equipment Grouping – Specify if a Job should be created for each piece of Equipment or if the multiple pieces of Equipment for the Customer that have the same Service Date should be grouped onto a single job.
Adding Service Intervals in Equipment Screen
We can add service intervals per equipment and this allows us to add multiple service intervals if needed.
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Note: If you leave the First Service Date field blank and complete the very first job that involves equipment servicing, it will automatically update the Last Service Date based on the job completion date.
Adding Equipment in Customer Screen
1. To add equipment from the customer screen, access the customer details screen and navigate to the Equipment tab and click Create New Equipment.
2. Enter the information in the corresponding fields such as equipment name and equipment number. The rest of the details can be added at a later time.
3. Select an equipment type from the drop-down list and you'll see an option to update service intervals based on the equipment type that you're selecting or just keep the existing service intervals (ones that you've added in the equipment screen using the + Add New button).
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