Overview

Find the controls, settings and access rules for customers & equipment screens.

Articles

• Agreements
• Agreement billing queue
• Due visits
• Agreement hours usage
• Agreement record
• Edit agreement
• New Agreement
• Renewal risk
• SLA remedies
• Visit projection
• Capital Planning
• Capital plan record
• Generate Capital Plan
• Customers
• Customer record
• Customers details consignment
• Customer credit
• Edit Customer
• Equipment register
• Unit identity
• Asset QR label
• Add equipment
• Site label sheet
• Customer tax exemptions
• Inquiries
• New Customer
• Equipment
• Equipment record
• Meter PM forecast