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Hover the mouse over the different menu options. If the cursor changes to a hand (Hand_Cursor), then click to go to the subject.

CompanyEmployeeQuoteStock ItemsSupplierCustomerLedgerInvoiceFileAdding a job cardOptionsLabourExtraService FeedbackService Item LookupJob DetailLookupWorkshop_Menu

Hover the mouse over the different fields on the form. If the cursor changes to a hand (Hand_Cursor) , click to get more information.

Adding a Job CardGreen PlusInternal Job AccountCounter ReadingMoreCancel Job CardInvoice JobsDocument ImageWorkshop ExtraPrint ExtraPrint PreviewJob Card PaymentJob Card Equipment LabelsNew Item Based On TemplateCustomer EquipmentCustomer Equipment LookupClearGreen PlusCounter ReadingSaveGreen PlusFreehandAdditional Info TabJob CardJob_Card_Equipment


Select an existing item that is already linked to this customer.

1) Select Customer Equipment, select the drop down arrow and select the equipment you want to service / repair

If the item does not exist then you have 2 choices namely: Add New Customer Equipment ... or New Item Based on Template


New Item Based On Template

Select this button if you want to add an item from a template.

Step 1. Add the templates by selecting the Green_Plus_sign button - Give the template a name and fill in the fields you want to use.

Step 2. Select the template you want to use.

Step 3. Select the New Item Based On Template button to add the item.


Select the Remove button to clear the equipment that has been selected.