Creating a New Services Booking

Learning Outcome

On successful completion of this lesson, students will understand how to create a new servicing booking.


  1. In the Services screen, click on Services Bookings ‘New’.

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  1. The Services Bookings box will open.

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  1. The cursor is already in the Customer box. Click on the icon to the right to open up the Customer Search box.

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  1. Here you can search for existing customers or create a new customer.
  2. Once you have entered a customer name and have returned to the Services Bookings screen, you will notice that the Cool Bar on the right-hand side of the screen has changed to the start date of the booking.

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  1. Click on the date that the booking will start.
  2. The Cool Bar will change again and now you can select the number of days that the booking will take.

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  1. Now you can add the equipment that will be serviced.

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  1. If the customer has either purchased serviceable items from you or had a previous service for an item through your store, EVE will display these items in the cool bar. Simply click on an item to add it to the booking.
  2. Alternatively, you can use the ‘Search’ and/or ‘New Item’ buttons to add a piece of equipment to the booking.
  3. Whichever method you choose, once you have added the equipment a new tab will appear on the booking.

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  1. Click on the tab to enter details about the equipment.

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  1. Here the person taking the booking, can enter information regarding the nature of the fault, or if it is just a full service. You can also enter the intermediate pressure of a regulator, if you wish.
  2. You can also use the Notes buttons to quickly add common Instructions/Faults.

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  1. If you want to provide an estimate for the customer you can add this as well.

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  1. Once you have completed the booking, click the ‘Save’ button.

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  1. The ‘Print Service Booking’ box will open.

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  1. EVE will produce a Services Agreement, which can be printed or emailed

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  1. During the booking, we entered an estimate of $150 for this booking. EVE automatically adds this into the Service Agreement.

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