A Customer Owned Unit is a unit that belongs to a customer and is tracked on their Customer Record. You can add a Customer Owned Unit in two ways: directly from the Customer Record, or while creating a Customer Order Service Job.
Option 1: Add from the Customer Record
The Customer Record gives you a dedicated section for managing all units owned by that customer.
Navigate to the relevant Customer Record, then click Customer Owned Units to scroll down to the Customer Owned Units section.
Click Add a new customer owned unit to open the Create Customer Owned Unit window.
Complete all required fields in the Create Customer Owned Unit window, then click Save.
Option 2: Add During a Service Job
When creating a Customer Order Service Job, you can add a new Customer Owned Unit on the spot if the unit you need is not listed.
1. Begin creating a Customer Order > Service Job for the relevant customer.
2. If the Customer Owned Unit you want to select does not appear in the list, click Add a new customer owned unit.
3. Complete all required fields in the Create Customer Owned Unit window, then click Save.
Completing the Create Customer Owned Unit Window
The Create Customer Owned Unit window is the same in both options. Fill in the unit details as required before saving.
