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Setup users for technicians

Open the users' list view from Administration on the Navigation menu:


  • Ensure that for every Machine, the product that stands for the Model is on the General Tab within Products. The Manufacture and Model need to be on the Machine Product in order for the Machine Profitability Report to Run when selecting a Product.3

    Ensure that if a manufacturer is to be charged for Warranty Work on a machine that the Manufacture cardid is assigned to the product that stands for the Machine. Set up of Manufacturer Warranty on Service Order & Inserting the Service order for Warranty
  • Ensure that on Cards, the cardid is ticked for 'Is Customer' and 'Is Manufacturer'. 

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