Page 416 - Tech handbook 2019 rev 6 whyperlinks

12/5/2019

Key Terminology Overview

Account: Account records store Work Order: Describes Incident Type: Incident Agreement: A sort of
critical information about and details the facets of a types act as service template for generating
customers we service. service call: where to go, templates and allow work orders and
Information includes company what needs to be done, what work orders to quickly invoices that is similar
details, addresses, assets, and parts are used, who is doing be created to a contract
agreements. the work, and so forth.
- Parent Account: Billing Assets, Sub-assets: A
- Service Location: Main Plant Service Activity:
piece of equipment that is Contains details and
Schedule Board: Provides located at a customer’s characteristics for a
Contact: Contact records an overview of resource site in the field. scheduled service
store contact, marketing, and availability you can make. appointment.
personal information for Before using the schedule Data Sheets/Asset
Contacts associated with an board; it is important to be Attributes & Booking: An appointment.
Account. aware of the views and Measurements:
filters in place. Contains the technical
characteristics of a Timeline: A date stamped
customer asset. view of activities such as
notes and posts.

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