To Create Customer Equipment Entries:
| • | On the Tasks Panel at the left of the screen, use the Action Manager to select Equipment Lookup: |
| • | Or, on the Work Menu at the top of the screen, |
| ► | Click the Equipment button |
| ► | Or, click the Equipment down-arrow, and select Create Equipment |
| • | At the bottom left of the Equipment Lookup screen, click the New button. |
| ► | As soon as you select your Customer & Job Site, the Customer Equipment Details screen will appear. |
To access the Actions menu for the Equipment Lookup screen:
| • | Click the Actions button at bottom left |
| • | Right-click any detail line |
| • | The Actions menu contains the following options: |

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