Customer Equipment List

By |2021-07-19T16:39:29-05:00July 26th, 2019|Comments Off on Customer Equipment List

Introduction

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 to encourage replacement sales of out-dated customer equipment.

Form Access

  • From the main menu, click Customers | Customer Equipment List.

Usage

Perhaps the easiest way to use this list is through it’s right-click menu.  The right click menu is identical to the title menu.

  • To create new piece of customer equipment, right-click anywhere in the list and choose New Customer Equipment from the pop-up menu.
  • To edit a piece of customer equipment, right-click on it and choose Edit Customer Equipment from the pop-up menu.
  • To delete a piece of customer equipment, right-click on it and choose Delete Customer Equipment from the pop-up menu.
  • To memorize a piece of customer equipment, right-click on it and choose Memorize from the pop-up menu.
  • To create a work order for a piece of customer equipment, right-click on it and choose Create Work Order from the pop-up menu.
  • To export whatever information is currently displayed in the list, right-click anywhere in the list and choose Export List from the pop-up menu.
  • To modify which columns are displayed in the list, right-click anywhere in the list and choose Form Preferences | Show Columns from the pop-up menu.

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HVAC Electrical Plumbing Software

Aptora delivers a true All-In-One services software solution including CRM, accounting, payroll, inventory, vendors, sales, marketing, dispatch, flat rate pricing, and more. NO 3rd party plugins or integrations required. Created by contractors for contractors, we know what it takes to grow your services-based businesses.

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