If you need to use the Equipment module for servicing equipment, machines, tools etc. there are a few things to set up, before you can advance with the Service workflow.
If you've gone through the Get started with the equipment module guide, you should be ready to set up Service in Microbizz. If not, please see the following page: Get started with the Equipment module.
Forms and PDFs
The first thing you might consider configuring is your Service forms or protocols. These are built as forms in Microbizz and combined with the right form actions, you'll be able to generate Service certificates and documentation through PDF templates.
To learn more about forms in Microbizz, please see the following page: Forms
To learn more about PDF templates in Microbizz, please see the following page: PDF
When you've created the necessary service forms and set up the PDF form action, then you're ready to advance to the next step: Service agreements (optional).
...
To learn more about service agreements, please see the following page: Service agreements.
Equipment types
Equipment types is a way to organize your equipment in Microbizz. If no types are created, you may not get the full use and possibilities with the module. Types are especially important when wanting to use the equipment module to perform service. This could be service for anything from a crane, a vehicle, a hammer etc.
To learn more about how to set up the specific types of equipment, please see the following page: Categories and TypesEquipment types.
When you've created the necessary types of equipment and set up the service periods and service forms on the type, you'll then be ready to advance to the next step: Settings (optional).
...