This tab works the same way on work address records as on customer records.
Assets & Appliances tab
The Assets/Appliances tab lists all appliances associated with the customer's property. Adding an appliance to a customer or work address helps maintain accurate records of all appliances, providing staff access to necessary information. These appliance records also help pre-populate fields in certificates for efficient management. Appliances are identified by their Technical Reference, which can be edited at any time.
Before adding an appliance you need to complete some prerequisites â ensure you've set up Appliance Groups, Fuel Types, Makes and Models and Locations.
You can customise the columns displayed to highlight the appliance details most relevant to your workflow.
You can filter the appliances by Appliance group, Fuel type and Location.
Add an Appliance
âĄď¸ Locate the customer or work address record
Go to 'Appliances' tab.
Here, you'll find a list of any appliances already associated with the property.
Click 'Add New Appliance'.
You'll be taken to a page to fill in the appliance details.
Enter Appliance Information
Complete the form with all relevant details about the appliance.
Mandatory fields are marked with an asterisk (*), and must be filled out before proceeding.
Click 'Add Appliance' once all necessary information has been entered to save it to the property.
Add an Asset
Once assets are set up, you can add them directly to a customer's profile page.
âĄď¸ Locate the customer or work address record
Go to the Assets tab in the customer profile.
View existing assets or click Add new asset.
Select the asset group and configure the specifics.
Add new makes and models if they are not already in the system.
Check this guide out for more information on Assets.
Files tab
Steps to attach files:
Click on 'Add file'
Choose the required file by hitting on 'Click to upload a file' button
Upload the file and Click Save.
Check this guide out for more information on supported file types & Attaching files.