What do I use a Unit for?

Units would be any thing “owned” by a "client" that you may wish to track service history for.

For example:

Your company may service computers. So you would identify each computer owned by a client that you perform service on by its serial number and enter other pertinent information. This way, in the workorder you can select the specific computer you provided service for - to maintain a history of service that was performed on it as well as document what costs have been incurred (parts, labor, etc) directly because of it.

A Unit’s information is entered once. When a service work order, quote or preventive maintenance item is needed for a Unit, you only have to select the already entered Unit. There is no need for double entry.