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.