View customer equipment without booking the call

Previous Contributor
Former Community Member

So is there a way that my techs can view the equipment on a certain job when they are on call without booking the job completely. I have not found a way that they can look at the existing equipment without booking the entire call.

3 REPLIES 3

Previous ContributorPrevious Contributor
Former Community Member

I saw something on the Masterminds group that they just go in as if they're going to book the call, which pulls up the account. Then they can look at whatever on the account and cancel out of the call without booking it.

So all this money on this software and no help 

chr2214
New Contributor

Did you ever figure this out, because we're wondering the same thing?