Open a New Service Record

How to enter a New Service Record

The fields marked in RED and an asterisk are required.

Type in the required information and click the "Save" button at the bottom of the screen. This will save the new Service Record. Below are the New Service Record definitions that relate to the "New Service Record" screen.

Definitions for the "New Service Record" screen

Contract #:

The contract number.

*Point of Contact:

Enter the name of the Point of Contact (POC).

*POC Phone:

Enter the phone number of the Point of Contact (POC). For US - Format xxx-xxx-xxxx.

Extension:

Enter the extension of the Point of Contact (POC), if applicable.

*POC Email:

Enter the email of the Point of Contact (POC).

*Agency:

Enter the name of the agency or company.

*Address:

Enter the address of the agency.

Address 2:

Enter more of the address, if needed.

*City:

Enter the city of the agency.

*State:

Enter the state of the agency.

*Zip Code:

Enter the zip code of the agency.

*Country:

Using the drop-down arrow, select the country of the agency.

*Name on Credit Card:

Enter the name which appears on the credit card.

*Credit Card Type:

Using the drop-down arrow, select the type of credit card.

*Credit Card #:

Enter the credit card number.

*Security Code:

Enter the 3 digit security code on the back of Visa, Mastercard or Discover or the 4 digit security code on front of American Express card.

*Expiration Date:

*Bill To:

Enter the billing address of the credit card holder - Name of person.

*Billing Address:

Enter the billing address of the credit card holder - Address 1.

Billing Address 2:

Enter the billing address of the credit card holder - Address 2, if needed.

*Billing City:

Enter the billing address of the credit card holder - City.

*Billing State:

Enter the billing address of the credit card holder - State.

*Billing Zip Code:

Enter the billing address of the credit card holder - Zip Code.

*Billing Country:

Enter the billing address of the credit card holder - Country.

*Manufacturer:

Enter the manufacturer of the item.

*Model:

Enter the model number of the item.

*Serial #:

Enter the serial number of the item.

*Item Description:

Enter the description of the item.

*Issue / Request Description:

Enter a brief description of the problem.