I get the service unit, but the computer loses the client
This occurs if you do not properly link the client to the vehicle. Follow these steps:
•From the main menu, select the Client screen. Then find the correct client and highlight it.
•Click on the vehicle tab. Find the vehicle and highlight it.
•At the top of the vehicle screen, find the Account box. Click on the 
symbol in the box.
•You will be asked if you wish to attach the client ( which you already selected on the first tab screen, and who's name appears in the question ) to the vehicle. Answer YES.
•Click on the 
Save button.
•If you started this process in the Workorder ( Add/Edit Vehicle option ), then when you exit the Client/Vehicle screen, you will be asked if you want to attach the vehicle to the workorder. Say YES and both the client and vehicle fields will display the correct values. Be sure to SAVE the workorder to be sure it gets written to the file.
How do I transfer a unit to a new owner
First, enter the new owner in the system using the Client Editor ( Option 1 on the Client Menu ). Then go to the unit account ( Option 2 of the Client Menu ) and find the proper unit. Change the account number to the new customer's account. Everything else remains intact.