QuickService Software Training Equipment Tracking
1) When first purchasing a new piece of equipment, most companies give each piece of equipment an ID number. QuickService uses the Unit ID for that ID.
To set up of the Unit ID numbering, click on Setup Preferences System Numbering Equipment Unit ID.
Purchasing & Receiving Equipment Selling Equipment
4) On the Purchase Order, enter additional information about the equipment in the custom fields. This will be printed as an inspection sheet when the equipment is received.
5) In Field 1, QuickService assigned unit ID T-1005 (see screenshot below).
6) Enter any specific Vendor Invoice information and click Save.
Click on the Custom Fields box for that piece of equipment and enter specific equipment
7) Now the Equipment is in the Equipment Warehouse and visible from the QuickService Equipment Tracking screen.
8) To find equipment for rent, start on the Equipment List tab. Search for equipment in For Rent Warehouse and chose equipment type.
9) To sell piece of equipment, search for the correct Customer and open them up. Click over to the Sales Order tab.
11) Double-click on unit you want to sell and it is added to the sales order.
12) Select the equipment and click Ship Selected Items on the right-side of the Shipment screen. Fill in any invoice details needed and click Save.
16) Select equipment you want to rent and double-click it. The Equipment Tracking Details tab opens, displaying details for that piece of equipment.
19) The next step is to add a cost code. Cost codes are activities related to the rental contract, like delivering or picking up the equipment, performing PMs, and rental billing periods like weekly or monthly. Cost codes are a way of grouping similar work tickets.
Click the Add Cost Code button on the right-side of the screen and select a cost code from the drop-down list.
20) Click the Set up Schedule button on the right-side of the screen to add a schedule for each cost code in the contract. For example, the delivery and pickup cost codes have specific one-time dates, while PMs may include multiple visits over the length of the contract.
22) A check list of services for the technician to perform can be added by clicking the Tasks button on the right-side of the equipment screen.
23) Work Tickets can also be manually added and grouped in a variety of ways.
24) Click the Billing Options button on the right-side of the equipment contract screen to create a billing schedule for the contract. QuickService will automatically generate the required invoices based on the schedule and amount entered.
25) To generate work tickets and billing invoices, select the Equipment Tracking List tab. Click either the Auto Create Work Tickets button or the Future Billing List button on the right-side of the screen. Search for work tickets or invoices in a specific date range, select the ones to create and click the button to create them.
30) To view a history of the equipment’s hour meter readings, select the Hour Meter History tab on the top of the Equipment Details tab. Hour meter readings are broken down based on work ticket history.
To view a work ticket history for a piece of equipment, select the Work Ticket History tab on the top of the Equipment Details tab.
