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 |
|
Email |
Customer:Job : Address Tab |
Email |
|
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 |
|