If we could enter the filters and/or belts that were used for pm's on the Service Site area when the customer does not have a maintenance agreement and they don't want a maintenance agreement, but we do the pm's on a regular basis. That way the techs would know what filters and belts to purchase in order to do this work. Also what type of refrigerant the equipment takes.
Guest
| Company | Central Consolidated, Inc |
| Job Title / Role | Service Billing Specialist/Service Admin |
| I need it... | 6 months |
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Can't you do this in "SM Serviceable Items" form? They don't need a maintainance agreement. Add the details under "Parts" for the belts / filters that are used.