Set up field service

To use field service with the rest of Made2Manage, you must first set it up.

To set up field service

1. Add the tools and machines you’ll use. Add ‘tool’ records to describe repair or installation tool kits that may be needed to perform the service. These are non- inventory items that are used and returned. You never bill the customer for these items.

   • Add a tool

   • Add a machine

2. Add warranties.

   • Click here to learn how to define the warranties you offer

   • Click here to learn how to associate the warranty with a machine

3. Add customer-service and field-service technicians

4. Set general field service behavior

5. Set up field service so you can accurately track costs and revenues:

   • Set up general-ledger accounts for field-service expense items

   • Associate transaction types with product classes, group codes, and units of measurement

6. Schedule preventative maintenance tasks for a machine or a group of machines to ensure the machine runs smoothly