Customer Equipment CDV

By |2021-07-23T14:07:43-05:00February 22nd, 2021|Comments Off on Customer Equipment CDV

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
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

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