Overview:

The Customer Equipment Class Categories window allows you to create categories which you can use to group similar Customer Equipment Classes and identify which OUs have authorization for each code. Examples of these categories are Air-Cooled Chillers, Boilers, and Rooftop Units. 

Benefits:

• Useful for organizing different customer equipment classes into a specific category 

Roles:

• Service Management Setup Manager

Location:

• Service Management > Customer Information >  Customer Equipment Maintenance > Customer Equipment Class Categories 

Video:

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