Aptora | All-In-One Field Service Management

Customer Equipment & Service Agreements

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Equipment Type List

Using Equipment Types to Organize and Classify Equipment The Equipment Type List form allows you to categorize and classify different equipment titles within Total Office Manager. Examples include A/C Unit, Gas Furnace, Electric Furnace, Gas Water Heater, Electric Water Heater, Packaged/RTU (HVAC). Equipment Type Form Access From the main menu, click Customers | Lists | …

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Customer Equipment List

Using the Customer Equipment List The Customer Equipment List is used to manage the records of customer equipment on file.  This list can and should include all of your customers equipment, whether or not they bought it from you. This way, as you track the age of your customer’s equipment, marketing efforts can be made …

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