Spire User Manual - Service Manager
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      1. User Manual
      2. Spire User Manual - Service Manager

      SERVICE MANAGER - Add / Edit / Delete Customer Equipment

      How to Add Customer Equipment

      Add New Equipment Item in one of 2 ways:

      1. Manually
        • Access
          • Customer text menu > Equipment

                       
                     

          • Customer record > Equipment tab
                       
        • from the Equipment List click New
        • accept or select Customer
        • enter a unique Unit No or Asset Tag
        • fill in Service Info Details as desired
          • Customize Labels in Company Settings > Equipment

                       

                       

              • type the label Text you prefer to see Note: Any Label without Text, will not show up in the Equipment information
        • enter Territory (may be auto-filled with the Customer’s Province / State, settings permitted - Company Settings > Equipment > Populate Territory field with customer province / state)
        • Asset Tag identifier code of choice - in this case, it represents the Serial Number (Asset Tag or Unit No must be present)
        • Make / Model entered here will be remembered and added to the drop-down selection
        • Year of the Equipment item
        • Serial No of the Equipment item
        • the next 5 fields can be labelled and used as desired
        • Reading
          • establish whether the Reading will be tracking RadialButtonBlue Steps or RadialButtonBlue Hours
          • Current Reading gets entered each time a new Service Order for this Equipment item is entered
            • option to have Spire prompt you to enter the reading when you save a Service Order - established in Company Settings > Equipment > Options > Prompt for Reading
        • Purchase Date loads from the Customer Invoice - or you can enter manually
        • enter any Service Info Notes


      2.    Add New Equipment Item from Inside a Sales Work Order

          • Sales module > NewWDownArrow
                            SalesOrderTypeWorkOrder
          • select Customer
          • click on the Service Info tab
                   
          • click on the Asset Tag or Unit No Browse button for the Equipment List
          • click Add
          • enter the new Asset Tag or Unit No
          • enter all information as described above
          • Save and Close
          • continue to complete the Customer’s Work Order
      • History tab displays all completed Service Orders for this Equipment item
        • Refresh - to load any Service Invoices that may have been entered since last refresh and that may not be displaying on this list
        • Service History List Filters / Search / Customization - see Equipment List Customization
        • Service History Context Menu right-click line(s) in the list to display
        • Export Service History details in Excel or CSV format (see Equipment Export)
        • Edit Service Invoice selected (User Settings permitting) of non-financial information:
      • User Defined tab
        • The User Defined Fields (UDF) allows you to add unlimited information fields, for use in list Filters, Excel exports, and for setting into forms and reports
        • see User Defined Fields
      • Edit Equipment Item
        • select the Equipment Item you wish to edit from your list
        • click Edit - or - double click the Equipment Item line(s) selected
        • make necessary changes (you can also change the Customer No)
        • Save or Save Close
      •   Delete Equipment Item (User Settings permitting)
        • select the Equipment Item(s) from list
        • click Delete