Creating an Annual Tune Up

Creating an Annual Tune-Up

• Go to the customer's account and click Systems.
• Find the relevant fuel system (Propane, Oil, or HVAC) and click the gear icon on that system.
• Click ☀️ Schedule Heat Tune-Up.
• Select the equipment (for example, a boiler).
• Select the service date.
• Select the arrival window.
• Add visit notes, if applicable.
• To confirm the ticket was created, go to the Service tab and check for the new entry.