We are an HVAC company and use 11-2 to create work orders for our technicians to go out on calls.
In 3-6 we utilize the location tab and equipment tab for clients who have multiple locations and equipment that we install for them. When entering in equipment it asks you to add the location. When creating a work order in 11-2 for a service call and we populate a location it would be nice if the equipment information that is tied to that location would populate in the work order. Specifically in the blue note pad. This would be great information for our technicians to see.

Is there another way to populate this information? If so let me know!

by: Veronica M. | over a year ago | Service Receivables