You can add an appliance to a customer/work address. This will help all of your staff see this customers/work address' appliances with all necessary information. This will also be used to prepopulate field in certificates.
Before you add an appliance you need to create groups, fuel types, makes, models, and locations. You can set these up in General system settings
Watch a quick video showing you how to add an appliance
Or read how to add an appliance
- Search for the customer/work address you would like to add an appliance to
- Click on the customer/work address name to open their account. Navigate using the tabs across the top. Click Appliances
- You will see a page with appliances. Click Add new appliance on the top right of this section
- You will see a page with text boxes and drop down lists. Fill in the information and click Add appliance