Type: Custom Data View
Reports Included: No
Description: List of customer equipment with details for the last work order completed, number of pending work orders, and customer demographics.
Drill Down: Yes, opens the equipment record.
Columns and data for the Customer Equipment Custom Data View are outlined below:
Column Name | Form | Field | Notes |
Customer:Job Name | Customer:Job | Name | |
Department Name | Customer:Job Additional Info Tab | Department Name | |
Department Full Name | Customer:Job Additional Info Tab | Associated Department Full Name | |
Department Alias | Customer:Job Additional Info Tab | Associated Department Alias | |
Equipment Type | Equipment | Type | |
Equipment Manufacturer | Equipment | Manufacturer | |
Model | Equipment | Model | |
Serial Number | Equipment | Serial Number | |
Equipment Description | Equipment | Calculated Field | Estimated Cost minus Cost to Date |
Equipment Location | Equipment | Calculated Field | Cost to Date divided by Estimated Cost |
Install Date | Equipment | ||
Install Age Days | Equipment | Calculated Field | Number of days from the Install Date to the date the CDV was run. |
Install Age Months | Equipment | Calculated Field | Number of months from the Install Date to the date the CDV was run. |
Install Age Years | Equipment | Calculated Field | Number of years from the Install Date to the date the CDV was run. |
Mfg Year | Equipment | Year Mfr. | |
Mfg Age Years | Equipment | Calculated Field | Number of years from the Year Mfr. to the date the CDV was run. |
Equipment Notes | Equipment | Notes | Notes are found under the Menu option. |
General Our Warranty | Equipment | Our Warranty General | |
General MFG Warranty | Equipment | Manufacturer Warranty General | |
Our Labor Warranty | Equipment | Our Warranty Labor | |
MFG Labor Warranty | Equipment | Manufacturer Warranty Labor | |
Our Parts Warranty | Equipment | Our Warranty Parts | |
MFG Parts Warranty | Equipment | Manufacturer Warranty Parts | |
In Service | Equipment | In Service | |
Equipment Parent | Equipment | Parent Equipment | |
Service Agreement | Service Agreement | Type | The service agreement information is based on the equipment being assigned to the service agreement. |
SA Term Begins | Service Agreement | Term Begins | |
SA Term Ends | Service Agreement | Term Ends | |
SA Number | Service Agreement | Number | |
Last Completed Work Order | Work Order : General Tab | Date | |
Last Work Order Details | Work Order | ****** | From the last work order completed, a copy of the date, technician’s name, brief description, detailed description, private notes, and technician notes. |
Last Work Order Type | Work Order : Additional Info Tab | Type | |
Last Work Order Dept | Work Order : Additional Info Tab | Department | |
# Pending WO | Work Order | Calculated Field | The number of work orders for the customer which have not been completed or cancelled. |
Customer:Job Display | Customer:Job | Display | |
Billing Parent | Customer:Job | Parent Name of child account | This is the parent name of the record. When the customer is the parent, this field will be the same as the customer name. |
Company Name | Customer:Job : Address Tab | Company | |
DBA | Customer:Job : Address Tab | DBA | |
Bill To Address | Customer:Job : Address Tab | Bill To Address | |
Bill To Address2 | Customer:Job : Address Tab | Bill To Address2 | |
Bill To City/State/Zip | Customer:Job : Address Tab | Bill To City, State Zip | |
Bill To County | Customer:Job : Address Tab | Bill To County | |
Bill To Country | Customer:Job : Address Tab | Bill To Country | |
Bill To Subdivision | Customer:Job : Address Tab | Bill To Subdivision | |
Work Address | Customer:Job : Address Tab | Work Address | |
Work Address2 | Customer:Job : Address Tab | Work Address2 | |
Work City/State/Zip | Customer:Job : Address Tab | Work City, State, Zip | |
Work County | Customer:Job : Address Tab | Work County | |
Work Country | Customer:Job : Address Tab | Work Country | |
Work Subdivision | Customer:Job : Address Tab | Work Subdivision | |
Salutation | Customer:Job : Address Tab | Salutation | |
First Name | Customer:Job : Address Tab | First Name | |
Middle Initial | Customer:Job : Address Tab | Middle Initial | |
Last Name | Customer:Job : Address Tab | Last Name | |
Contact | Customer:Job : Address Tab | Contact | |
Phone | Customer:Job : Address Tab | Phone/Ext | |
Phone Ext | Customer:Job : Address Tab | Phone/Ext | |
Cell Phone | Customer:Job : Address Tab | Cell Phone | |
Fax | Customer:Job : Address Tab | Fax | |
Pager | Customer:Job : Address Tab | Pager | |
Pin | Customer:Job : Address Tab | Pin | |
Alt Phone | Customer:Job : Address Tab | Alt. Phone | |
Alt Contact | Customer:Job : Address Tab | Alt. Contact | |
Customer:Job : Address Tab | |||
Website | Customer:Job : Address Tab | Website | |
Owner | Customer:Job : Address Tab | Owner | |
Map Code | Customer:Job : Address Tab | Map Code | |
Account Number | Customer:Job : Payment Tab | Account Number | |
Sales Rep Alias | Customer:Job : | Sales Rep Alias/Name if Vendor | |
Additional Info Tab | |||
Sales Rep Name | Customer:Job : | Sales Rep Name | |
Additional Info Tab | |||
EquipmentID | Equipment | Table ID of Equipment | |
ParentEquipID | Equipment | Table ID of Parent Equipment | |
CustomerID | Customer:Job | Table ID of Customer:Job | |
ParentID | Customer:Job | Table ID of Parent Record |