UNIT INFORMATION AND HISTORY

Units are items that the customer owns that you sell or service. For example, vehicles, appliances, computers, air conditioners, or chainsaws. The customer could own many different units and each can be stored here.

The unit feature allows you to tag work orders and invoices not just to the customer, but also to the unit that the work is being done to. This will allow you to print a full service history for a given unit over time.

The benefit here is if the customer claims the work was already done, you can review your records to see if the same work was actually done twice to the same unit or if it was to two different but similar units. As well, if the same repair is done to the same unit, it could indicate a different problem causing the failure to begin with.