To ensure that your team is collecting the requested information about customer's equipment to begin building a complete and accurate Service History related to that equipment, there is an Equipment Capture report found in the Dispatch section of your Reports Center.
The Equipment Capture report will display invoice information such as invoice date and number, job information such as department, number and opportunity owner, customer information including address, the line item, if the equipment was requested, or optional and the equipment information that was entered. This will allow you to perform an audit into which equipment is being entered into the system and will give details about jobs where equipment is missed should you want to provide training on linking equipment information to tasks on future jobs.
There are filters on the report for Request Type, Capture Response, Equipment Type, Organization Level, Opportunity Owner and Invoice Date and the report can be downloaded into Excel should you wish to view the data in that format.
Note:If equipment information is not linked and you would like for it to be added, you can click the Invoice number, and select the wrench icon next to any of the tasks. The Equipment Capture wizard will open and will allow you to link existing equipment or enter new pieces of equipment that were installed on this job.