About Service Hub

When selected, the appropriate unit or customer details is displayed in the main region of the form.

• When you select Unit, specify the full or partial unit number, full or partial item number, or full or partial item description.
• When you select Customer, specify the customer name or customer number.

Select from this list to open the corresponding form in New mode.

• Service Order: Opens the Service Orders form.
• Incident: Opens the Incidents form.
• Unit: Opens the Units form.
• Inspection: Opens the Inspections Setup form.
• Contract: Opens the Service Contracts form.
• Appointment: Opens the Service Appointments form.
• Knowledge Base: Opens the Knowledge Base form.
• Customer: Opens the Customers form.

Use this section to find the unit based on child units of the unit.

Click the unit number hyperlink to open the Units form filtered on the selected unit.

The tags show this information:

• On Warranty: Indicates the unit is currently covered by at least one Warranty.
• Available for Rental: Indicates the unit is available for rental.
• Available for Service: Indicates the unit can be serviced.
• Hold: Indicates the unit is marked as on Hold.

• Status Code: Displays the status code assigned to the unit.
• Service Partner: Displays the name of the service partner if one is assigned.
• Install Date: Displays the date the unit was installed.
• Ship Date: Displays the date the unit was shipped.
• Last Meter Amount: Displays the amount of the last meter reading.
• Last Meter Date: Displays the date of the last meter reading.
• Last Preventative Date: Displays the date the last preventative maintenance was performed.
• Next Preventative Date: Displays the date when the next preventative maintenance is performed.
• Last Calibration: Displays the date the unit was last calibrated.
• Next Calibration: Displays the date the next unit calibration is performed.
• Last Inspection: Displays the date the unit was last inspected.
• Next Inspection: Displays the date when the next unit inspection is performed.
• Warehouse: Displays the warehouse where the unit was stored.
• Customer Item: Displays the customer’s number for the item.
• Current Consumer: Displays the current consumer of the item.

• As of: Specify a date to refresh the unit’s configuration tree as of this date.
• Show Removed: Select this check box to show removed configuration components when the unit tree has been refreshed. Clear this check box to hide removed configuration components from the unit tree.
• Show Future Additions: Select this check box to show future configuration additions when the unit tree has been refreshed. Clear this check box to hide future configuration additions from the unit tree.
• Refresh: Click this button to refresh and expand the unit tree.
• Unit tree: Click this expand or collapse button to show or hide the item components that make up the unit configurations.
• Launch: Click this icon to open the Unit Configuration form filtered on the selected unit.

A region that displays tiles with the selected unit or item's open status information, such as appointments, SRO lines, incidents, contract lines, warranties, and inspections.

Each tile displays the count, category name, and in some cases, a warning indicator when the unit or item is about to expire or has expired.

You can click each tile to show the associated data in the lower region.

You can click the Launch icon to open the related form filtered on the current data.

Click the customer name hyperlink to open the Customers form filtered on the selected customer.

Click the Launch icon to open the Service Customers form filtered on the customer.

• Order Contact: Displays the name of the customer’s order contact person.
• Order Contact Address: Displays the order contact’s email address as a hyperlink. Click the hyperlink to send an email to the client's email address.
• Order Contact Phone Number: Displays the order contact’s phone number.
• Revenue Contracts: Displays the total of the contract amounts.
• Revenue Service Orders: Displays the total of the service order amounts.
• Billing Contact Name: Displays the name of the customer’s billing contact person.
• Billing Contact Phone Number: Displays the phone number of the billing contact person.
• Credit Limit: Displays the amount of credit limit.
• Credit Available: Displays the remaining credit available.
• Credit Open Payments: Displays the total amount of open payments that exist.
• Service Partner: Displays the name of the associated service partner.
• Last Service Date: Displays the date the last time a service was performed on any unit owned by the customer.
• Last Incident Date: Displays the date the last service incident was reported.
• Closed Incidents: Displays the number of closed incidents for the customer.
• Service Type: Displays the service type code.
• Priority Code: Displays the assigned priority code of the customer.
• Terms Code: Displays the customer’s terms code.
• Price Code: Displays the customer’s price code.

• Unposted Transactions: Displays the number of unposted service transactions.

  Click the Launch icon to open the Service Order Transactions form filtered on the customer.

• Service Orders to be Invoiced: Displays the number of service orders that are must be invoiced.

  Click the Launch icon to open the Service Orders To Be Invoiced Report form.

• Unposted Invoices: Displays the number of unposted invoices.

  Click the Launch icon to open the Invoices, Debit and Credit Memos form.

• Service Contracts to be Invoiced: Displays the number of service contracts that must be invoiced.

  Click the Launch icon to open the Service Contracts To Be Invoiced Report form.

The Sales Growth Currency displays the currency code of the amounts in the graph. The graph displays the sales growth of previous year to date compared to current year to date by month.

Each tile shows the count, category name, and in some cases, a warning indicator when the object is about to expire or has expired.

You can click each tile to show the associated data in the lower region.

You can click the Launch icon to open the related form filtered on the current data.