Customer Service Order Equipment

The Customer Service Order Equipment function is used to track the servicing of customer-owned equipment. In other words, if the equipment being serviced is not company-owned equipment, it doesn’t exist within the system and ...

Free Field Description

The Customer Service Order Equipment file has 6 free form fields which can be used for whatever information you would like to keep. This information must be updated manually by the user. However, the labels for each field may be set up ...

Repair Specifications

The Repair Specifications function is used to define a type of repair including the criteria to be used in selecting equipment for servicing, how to charge back costs, a list of parts and labor hours required for the job and even a ...

Standard Rate Calculation

Rental Vision includes a Standard Rate Calculation that is used to calculate the price charged for any rental item. Below is a description of how this rate calculation works.   Minimum Time/Minimum Charge.  These entries must be ...

Labor Types

The Labor Types function is used to setup the various labor types such as Labor (general) or Mechanic (specific). Each labor type has a description, cost per hour, and different charges for the repair or service based on the type of ...

How to delete a line on a contract

Deleting a line on a contract is very simple. There are two ways to do it. All you have to do is select the line on the contract by clicking on the line once. Then, either  hit the ‘Delete’ key on your keyboard OR right ...

Favorites

If you right click anywhere in the Navigation panel you will get a Favorites menu. A favorite is a short-cut to the items on the Favorites menu. Use the menu option Manage Favorites to add and remove selections for the Favorite menu. ...

How to enter a new customer

There are two ways to add a new customer. The first option can be used when you are viewing a current customer. At the footer of any customer form, you can select New to add a new customer. The second option is to go through Customer ...

How to enter a quote, reservation or contract

To add a quote, reservation or contract, all you have to do is select the New Contract button located at the top of the Navigation Bar. This will provide a list of contract types. Select the type you want and you are ready to enter ...

How to make changes to a contract

If you’ve made a mistake on a contract, fear not; you can always go back into a contract and resolve any conflicts. There are multiple ways to make changes to a contract depending on whether the contract is still open or whether ...

© 2024