How to set up a charge customer

The steps to creating a charge customer are listed below: 1. Go to the Customer Center 2. Select the customer you want to make a charge customer 3. On the customer form, go to the Financial tab 4. Under Terms, set the type to 50 5. ...

How to set up a fuel item

The steps to setting up a fuel item are listed below: 1. Go to the Equipment Center 2. Select the equipment item you want to make a fuel item 3. Go to the Information tab on the Equipment Maintenance form 4.  Under the ...

How to set up zones for delivery

Before setting up zones, you must first make sure your system is set to do so. The steps are listed below: 1. Go to the Store Center 2. Go to the Store Options function, located under Setup 3. Select the user “Store” 4. Go ...

How to set up a work order

There are several steps that must to be taken when setting up a work order. The first thing you have to do is set a repair specification. There are two types of repair specifications: General and Specific. The steps for each are listed ...

How to set up a field service order

There are several steps that must to be taken when setting up a field service order. You can always manually enter the order in Service Maintenance, but if you want the order to be part of your scheduled service, you will need to go ...

Orders List

The Repair Orders List function provides a list of all service orders and allows you to search for specific orders. The Repair Orders List function can be accessed from: Service Center- Lists [hozbreak] Search. This is a search field ...

Scheduled Service

The Scheduled Service function is used to search for repairs that are open for servicing. From there you can create a field service order. NOTE. To create a work order see Scheduled Maintenance. The Scheduled Service function can be ...

Scheduled Maintenance

The Scheduled Maintenance function is used to search for repairs that are open for servicing. From there you can create a work order. NOTE. To create a field service order see Scheduled Service. The Scheduled Maintenance function can ...

Service Maintenance

The Service Maintenance function is used to manage service orders. You can either edit a current service order or create a new one. The Service Maintenance function can be accessed from: Service Center- Service [hozbreak] Information ...

Customer Equipment List

The Customer Equipment List provides a list of all customer equipment to date and allows you to search for specific equipment. The Customer Equipment List can be accessed from: Service Center- Lists [hozbreak] Search. This is a search ...

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