--- title: SERVICE MANAGER - Customer Equipment Communication description: Document and /or schedule communication on a record or event --- [![company logo](https://cs.geminilogic.com/hs-fs/hubfs/Gemini-Logic-Logo%20(1).png?height=120&name=Gemini-Logic-Logo%20(1).png)](https://www.geminilogic.com/) [User Manual](https://cs.geminilogic.com/en/migrated/manual) - [Go to Gemini Logic](https://www.geminilogic.com/) - [New Ticket](https://cs.geminilogic.com/en/migrated/manual/kb-tickets/new) - [Go to Customer Portal](https://cs.geminilogic.com/tickets-view) Spire User Manual - Service Manager - [Spire Systems - General Knowledge Base](https://cs.geminilogic.com/en/migrated/manual/spire-systems-general-knowledge-base) - [Tips and Tricks](https://cs.geminilogic.com/en/migrated/manual/spire-systems-general-knowledge-base#tips-and-tricks) - [Spire Administration - General Ledger](https://cs.geminilogic.com/en/migrated/manual/spire-systems-general-knowledge-base#spire-administration-general-ledger) - [Spire Administration - Sales](https://cs.geminilogic.com/en/migrated/manual/spire-systems-general-knowledge-base#spire-administration-sales) - [Spire Administration - Inventory](https://cs.geminilogic.com/en/migrated/manual/spire-systems-general-knowledge-base#spire-administration-inventory) - [Analytics for Spire](https://cs.geminilogic.com/en/migrated/manual/analytics-for-spire) - [Spire User Manual - System Overview](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-system-overview) - [Spire User Manual - User Settings](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-user-settings) - [Spire User Manual - Vendors](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-vendors) - [Spire User Manual - Inventory](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-inventory) - [Pricing](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-inventory#pricing) - [Spire User Manual - Price Matrix](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-price-matrix) - [Spire User Manual - Purchase Orders](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-purchase-orders) - [Spire User Manual - Sales Orders](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-sales-orders) - [Spire User Manual - Keyboard Shortcuts](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-keyboard-shortcuts) - [Spire User Manual - Company Settings](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-company-settings) - [Spire User Manual - New Instal/Company Setup](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-new-instal-company-setup) - [Spire User Manual - General Ledger](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-general-ledger) - [Spire User Manual - Accounts Receivable](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-accounts-receivable) - [Spire User Manual - Accounts Payable](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-accounts-payable) - [Spire User Manual - Payroll](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-payroll) - [Spire User Manual - Production Manager](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-production-manager) - [Spire User Manual - Service Manager](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-service-manager) - [Spire User Manual - User Defined Fields](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-user-defined-fields) - [Spire User Manual - Job Costing](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-job-costing) - [HubSpot](https://cs.geminilogic.com/en/migrated/manual/hubspot) - [Updates](https://cs.geminilogic.com/en/migrated/manual/hubspot#updates) - [Gemini Logic](https://cs.geminilogic.com/en/migrated/manual/gemini-logic) - [Shipping](https://cs.geminilogic.com/en/migrated/manual/shipping) - [Sales Taxes](https://cs.geminilogic.com/en/migrated/manual/sales-taxes) - [Spire User Manual](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual) - [Customers](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual#customers) [Back to home](https://cs.geminilogic.com/en/migrated/manual) 1. [User Manual](https://cs.geminilogic.com/en/migrated/manual) 2. Spire User Manual - Service Manager - [Spire Systems - General Knowledge Base](https://cs.geminilogic.com/en/migrated/manual/spire-systems-general-knowledge-base) - [Tips and Tricks](https://cs.geminilogic.com/en/migrated/manual/spire-systems-general-knowledge-base#tips-and-tricks) - [Spire Administration - General Ledger](https://cs.geminilogic.com/en/migrated/manual/spire-systems-general-knowledge-base#spire-administration-general-ledger) - [Spire Administration - Sales](https://cs.geminilogic.com/en/migrated/manual/spire-systems-general-knowledge-base#spire-administration-sales) - [Spire Administration - Inventory](https://cs.geminilogic.com/en/migrated/manual/spire-systems-general-knowledge-base#spire-administration-inventory) - [Analytics for Spire](https://cs.geminilogic.com/en/migrated/manual/analytics-for-spire) - [Spire User Manual - System Overview](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-system-overview) - [Spire User Manual - User Settings](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-user-settings) - [Spire User Manual - Vendors](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-vendors) - [Spire User Manual - Inventory](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-inventory) - [Pricing](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-inventory#pricing) - [Spire User Manual - Price Matrix](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-price-matrix) - [Spire User Manual - Purchase Orders](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-purchase-orders) - [Spire User Manual - Sales Orders](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-sales-orders) - [Spire User Manual - Keyboard Shortcuts](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-keyboard-shortcuts) - [Spire User Manual - Company Settings](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-company-settings) - [Spire User Manual - New Instal/Company Setup](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-new-instal-company-setup) - [Spire User Manual - General Ledger](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-general-ledger) - [Spire User Manual - Accounts Receivable](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-accounts-receivable) - [Spire User Manual - Accounts Payable](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-accounts-payable) - [Spire User Manual - Payroll](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-payroll) - [Spire User Manual - Production Manager](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-production-manager) - [Spire User Manual - Service Manager](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-service-manager) - [Spire User Manual - User Defined Fields](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-user-defined-fields) - [Spire User Manual - Job Costing](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-job-costing) - [HubSpot](https://cs.geminilogic.com/en/migrated/manual/hubspot) - [Updates](https://cs.geminilogic.com/en/migrated/manual/hubspot#updates) - [Gemini Logic](https://cs.geminilogic.com/en/migrated/manual/gemini-logic) - [Shipping](https://cs.geminilogic.com/en/migrated/manual/shipping) - [Sales Taxes](https://cs.geminilogic.com/en/migrated/manual/sales-taxes) - [Spire User Manual](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual) - [Customers](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual#customers) # SERVICE MANAGER - Customer Equipment Communication ## Document and /or schedule communication on a record or event **![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Jun-04-2023-05-35-40-5698-PM.png?width=50&height=50&name=image-png-Jun-04-2023-05-35-40-5698-PM.png)  Communication** tab ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Jun-04-2023-05-35-58-7941-PM.png?width=516&height=204&name=image-png-Jun-04-2023-05-35-58-7941-PM.png) - when red, indicates there is a Communication present - **![](https://cs.geminilogic.com/hubfs/image-png-Sep-05-2022-02-59-14-32-PM.png) Refresh** to load any Communications that may have been posted since last refresh and that may not be displaying on this list - **![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Sep-05-2022-02-59-22-69-PM.png?width=138&name=image-png-Sep-05-2022-02-59-22-69-PM.png) Communications List Filters / Search / Customization** - [see Equipment List Customization](https://cs.geminilogic.com/en/manual/service-manager-customer-equipment-list-functionality#ServiceManagerFilters) - **![](https://cs.geminilogic.com/hubfs/image-png-Sep-05-2022-03-01-52-43-PM.png) Export** Communication details in .xlsx or .csv format (see Service Manager -  [Export Equipment](https://cs.geminilogic.com/en/manual/service-manager-customer-equipment-list-functionality#EquipmentExport)) - **![](https://cs.geminilogic.com/hubfs/image-png-Sep-05-2022-03-01-52-86-PM.png) New Communication / Attachment** for the selected Equipment Item![ServiceManagerEquipmentCommunicationSetup](https://cs.geminilogic.com/hs-fs/hubfs/ServiceManagerEquipmentCommunicationSetup.png?width=617&height=294&name=ServiceManagerEquipmentCommunicationSetup.png) - - - option to ![](https://cs.geminilogic.com/hubfs/image-png-Sep-05-2022-03-02-05-83-PM.png) **Insert Date/Time** into the message body - **![](https://cs.geminilogic.com/hubfs/image-png-Sep-05-2022-03-02-10-69-PM.png) Add Attachment**(s) of any file type which will copy the file to                           C:\\ProgramData\\ Spire\\media - - - - to centralize these files, there is the option to Migrate them onto the Spire Server in C:\\ProgramData\\ Spire\\media\\(database name) - **Tools** > **Migrate Files** **![ToolsMenuMigrateFiles-1](https://cs.geminilogic.com/hs-fs/hubfs/ToolsMenuMigrateFiles-1.png?width=187&height=145&name=ToolsMenuMigrateFiles-1.png)** **                                        ![MigrateFiles-2](https://cs.geminilogic.com/hs-fs/hubfs/MigrateFiles-2.png?width=207&height=127&name=MigrateFiles-2.png)** - - - - **![](https://cs.geminilogic.com/hubfs/image-png-Sep-05-2022-03-03-07-95-PM.png) Add Link** for a URL or file not in the centralized location mentioned above - **![](https://cs.geminilogic.com/hubfs/image-png-Sep-05-2022-03-03-13-10-PM.png) Open Related** (in this case, the Equipment record) - **![](https://cs.geminilogic.com/hubfs/image-png-Sep-05-2022-03-03-17-73-PM.png) Mark Completed** to insert the current logon date in the **Completed Date** field so this alert stops - enter **Subject** - option to select **Type** from a preset list or add ![](https://cs.geminilogic.com/hubfs/image-png-Sep-05-2022-03-03-29-49-PM.png) **New** one on-the-fly from the browse list:                                   ![ServiceManagerEquipmentCommunicationTypesList](https://cs.geminilogic.com/hs-fs/hubfs/ServiceManagerEquipmentCommunicationTypesList.png?width=379&height=161&name=ServiceManagerEquipmentCommunicationTypesList.png) - - - - enter the message in the body - **Assigned To** - any user set up in the system - **Due Date** (triggered by the system date, not logon date) - schedule the message to: - popup at the assigned User’s logon                                   ![ServiceManagerEquipmentCommunicationAlert](https://cs.geminilogic.com/hs-fs/hubfs/ServiceManagerEquipmentCommunicationAlert.png?width=395&height=105&name=ServiceManagerEquipmentCommunicationAlert.png) - - - - - display on the Assigned User’s Calendar, where the Communication can be viewed / accessed with view options:  ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Jun-04-2023-05-57-56-9567-PM.png?width=677&height=181&name=image-png-Jun-04-2023-05-57-56-9567-PM.png) - - - - - - **Show Users** to select which User’s entries you wish to see in your Calendar - activate in User Setting **View All Calendars** (each User’s entries will be a different colour)                                                   ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Jun-04-2023-05-59-22-6218-PM.png?width=357&height=156&name=image-png-Jun-04-2023-05-59-22-6218-PM.png) - - - - - - **Show Modules** to select which originating Modules to display, from modules you currently have access to - - - - - - **![CheckBoxChecked](https://cs.geminilogic.com/hs-fs/hubfs/CheckBoxChecked.png?width=16&height=16&name=CheckBoxChecked.png) Show Unassigned** to also see entries not assigned to any User (Unassigned entries will be black) - **![CheckBoxChecked](https://cs.geminilogic.com/hs-fs/hubfs/CheckBoxChecked.png?width=16&height=16&name=CheckBoxChecked.png) Show Completed** to view the Communications where ‘Mark Completed’ has been clicked, or a Date is entered in ‘Completed Date’ field - **Number** - option to numerically code or sequence the communication for sorting in Filters and Reports - **Completed Date** - enter any date here to stop notification or click on  ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Sep-05-2022-03-04-17-19-PM.png?width=23&height=20&name=image-png-Sep-05-2022-03-04-17-19-PM.png) **Mark Completed** to insert the current logon date - **![CheckBoxCheckedBlue](https://cs.geminilogic.com/hs-fs/hubfs/CheckBoxCheckedBlue.png?width=16&height=16&name=CheckBoxCheckedBlue.png) Print** - is related to Sales / Purchases - **![CheckBoxCheckedBlue](https://cs.geminilogic.com/hs-fs/hubfs/CheckBoxCheckedBlue.png?width=16&height=16&name=CheckBoxCheckedBlue.png) Alert** does not do anything for this type of record - ** ![](https://cs.geminilogic.com/hubfs/image-png-Sep-05-2022-03-04-27-41-PM.png) Save** /**![](https://cs.geminilogic.com/hubfs/image-png-Sep-05-2022-03-04-32-43-PM.png)  Save and Close** / ![](https://cs.geminilogic.com/hubfs/image-png-Sep-05-2022-03-04-37-60-PM.png) **Save and Create New** - - - - - the Communication will also display here: - **![](https://cs.geminilogic.com/hubfs/image-png-Jun-04-2023-06-01-55-5942-PM.png) Communications** module where you have access to the following:                             ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Dec-17-2022-01-44-22-0029-AM.png?width=564&height=165&name=image-png-Dec-17-2022-01-44-22-0029-AM.png) - - - - - - - **![](https://cs.geminilogic.com/hubfs/image-png-Jun-04-2023-06-02-47-9575-PM.png)Mark Completed** to insert the current logon date in the **Completed Date** field so this alert no longer pops up, for the selected Communication(s) - **![](https://cs.geminilogic.com/hubfs/image-png-Sep-05-2022-03-04-49-19-PM.png) ** **Open Related** (Sale Order) - Tools > **View Notes Due Today**                          - - - - - **![](https://cs.geminilogic.com/hubfs/image-png-Sep-05-2022-03-05-34-29-PM.png) Edit** / ![](https://cs.geminilogic.com/hubfs/image-png-Sep-05-2022-03-05-41-53-PM.png) **Delete** selected Communication(s) - **![](https://cs.geminilogic.com/hubfs/image-png-Sep-05-2022-03-05-47-31-PM.png) Print** reports on the selected Communication(s)  - Communications **Context Menu** right-click line(s) in the list to display         ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Jun-04-2023-07-06-21-0481-PM.png?width=156&height=157&name=image-png-Jun-04-2023-07-06-21-0481-PM.png) [![company logo](https://cs.geminilogic.com/hs-fs/hubfs/Gemini%20Logic%20-%20Black-1.png?height=120&name=Gemini%20Logic%20-%20Black-1.png)](https://www.geminilogic.com/) Gemini Logic - [![linkedin_social_link_icon_alt_text](https://static.hsstatic.net/TemplateAssets/static-1.329/img/hs_default_template_images/modules/Follow+Me+-+Email/linkedin_circle_color.png)](https://www.linkedin.com/company/2460588) - [![youtube_social_link_icon_alt_text](https://static.hsstatic.net/TemplateAssets/static-1.329/img/hs_default_template_images/modules/Follow+Me+-+Email/youtube_circle_color.png)](https://www.youtube.com/user/GeminiLogicInc/featured) - [![twitter_social_link_icon_alt_text](https://static.hsstatic.net/TemplateAssets/static-1.329/img/hs_default_template_images/modules/Follow+Me+-+Email/twitter_circle_color.png)](https://twitter.com/gemini_logic) - [Go to Gemini Logic](https://www.geminilogic.com/) - [New Ticket](https://cs.geminilogic.com/en/migrated/manual/kb-tickets/new) - [Go to Customer Portal](https://cs.geminilogic.com/tickets-view)