Whether you're creating a pickup only order or adding pickups to a standard proposal, the process is essentially the same.
Within current scenario section, select 'pickups' tab.
Select either '+ Add New' or 'Select from E-Automate'.
Choose 'Select from E-Automate' if the pickup is an existing device currently or previously serviced by us.
Choose '+ Add New' if you cannot find the equipment in E-Automate or if it's a competitive/customer owned device.
If using 'Select from E-Automate', choose the relevant models to add as a pickup using the checkbox to the left and click 'Add Selected Pickups' in the bottom right corner.
If using '+ Add New', fill in the red highlighted fields.
*Note - When using this option, the 'Enter Make and Model' field will try to help you fill in relevant details. If you cannot find the correct device, check the 'No Competitive Device Found' box and the Make/Model fields will pop up allowing you to enter them manually. This process ensures that all device details are verified and accurate before finalizing the pickup request.
After adding the selected machines, set additional attributes for pickup option and location.
