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1. Select Service Calls. 
2. Select a service call, select More. 
3. Select the Equipment tab.
4. Select the New icon.

5. Enter information in these fields:

   FieldDescription

   Location

   The default location ID.

   Component?

   (* Required field)

   • *Equipment: Depending on the setup, you might not be able to enter a new equipment ID. If this field isn't available, an equipment ID is generated automatically after you sync with the host system.

   • Barcode: If the equipment has a barcode, enter the barcode number.

   • Building ID: Defaults to the building ID assigned in the back office. Use the drop-down to select a different building ID, if needed.

   • Building Room: Defaults to the building room assigned in the back office. This field can be edited.

   • Component?: Select the toggle if the Equipment is a component. When toggled

   to

   • to Yes,

   a

   • a Master Equipment

   field

   •  field is displayed. Select the

   Click

   •  Click To Select

   link

   •  link to open an Equipment lookup display equipment assigned to that customer that are not components. Select the Master Equipment that the new Component belongs to. (Master Equipment is a required field for saving the new equipment.)

   Note

   Manufacturer

   • If you toggle the Component switch to No, the Master Equipment is cleared out and the field is hidden.

   • Description: The description of the equipment.

   *Equipment

   Depending on the setup, you might not be able to enter a new equipment ID. If this field isn't available, an equipment ID is generated automatically after you sync with the host system.

   Description

   The description of the equipment.

   Equipment Type

   Select the equipment type.

   • Equipment Type: Select the equipment type.

   • Ext Warranty Exp: Select the date when the extended warranty expires.

   • Ext Warranty Type: Select the extended warranty type.

   • Install By: Select the person or company who installed the equipment.

   • Install Date: Select the date when the equipment was installed.

   • Location: The default location ID.

   • Manufacturer: Select the manufacturer of the equipment.

   • Model Number

   • : Enter the model number.

   Serial Number

   • Refrigerant Equipment Type: Select the Refrigerant Equipment Type. When the Refrigerant Equipment Type field is not 0 - Not Applicable, additional Refrigerant Tracking fields display. See Create or Edit a Refrigerant Tracking Record.

   • Serial Number: Enter the unique serial number for the equipment.

   Barcode

   If the equipment has a barcode, enter the barcode number.

   Building IDDefaults to the building ID assigned in the back office. Use the drop-down to select a different building ID, if needed.Building RoomDefaults to the building room assigned in the back office. This field can be edited.Sublocation

   • Service Level: Displays the Service Level ID, if any.

   • Sublocation: Depending on your setup, you may have a lookup button to open a selection window or you may have the ability to create a new or edit an existing sublocation.

   To create a new sublocation:

   1. 1. 1. Select Create Sublocation under the Sublocation field.
         2. Enter the following:
            • Name: The sublocation name must be unique for the location.
            • Description
            • Barcode: Available if barcoding is enabled.
         3. Select Save.

   To edit an existing sublocation's information:

   1. 1. 1. Select the sublocation name.
         2. Edit the Description and/or Barcode (if barcoding is enabled).
         3. Select Save.
   Sublocation DescriptionThe description defaults

   • See Working with Sublocations.

   • Sublocation Barcode: The barcode defaults in from the Sublocation selected above. This field will not display if you don't have the Sublocation lookup.

   • Sublocation

   Barcode

   • Description: The

   barcode

   • description defaults

   in

   • from the Sublocation selected above. This field will not display if you don't have the Sublocation lookup

   .

   Install Date

   Select the date when the equipment was installed.

   Install By

   Select the person or company who installed the equipment.

   Warranty Exp

   Select the date when the warranty expires

   • .

   Ext Warranty Type

   Select the extended warranty type.

   Ext Warranty Exp

   Select the date when the extended warranty expires.

   Service LevelDisplays the Service Level ID, if any.Refrigerant Equipment TypeSelect the Refrigerant Equipment Type. When the Refrigerant Equipment Type field is not 0 - Not Applicable, additional Refrigerant Tracking fields display. See Create or Edit a Refrigerant Tracking Record.

   • USER-DEFINED

   • : Enter up to 31 characters. The label for this field is defined in Signature.

   • USER-DEFINED

   • : Enter up to 31 characters. The label for this field is defined in Signature.

   • USER-DEFINED

   • : Enter up to 31 characters. The label for this field is defined in Signature.

   • USER-DEFINED

   • : Enter up to 31 characters. The label for this field is defined in Signature.

   • USER-DEFINED

   • : Enter up to 31 characters. The label for this field is defined in Signature.

   • USER-DEFINED

   • : Enter the date/time. The label for this field is defined in Signature.

   * Required field

   • Warranty Exp: Select the date when the warranty expires.

     
     

6. Select the Save icon.

Change an Equipment Record

Anchor
change-an-equipment-record change-an-equipment-record

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