- Choose Customers
Image Removed Customers. Select a customer and choose the Locations tab. Select a location and choose the Equipment tab.
OR - Choose Service Calls Image RemovedCalls. Select a service call, choose More, and then choose the Equipment tab.
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| Tab | Description |
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| Equipment
View equipment details. Equipment records for a customer location are displayed only if a service call is assigned to the customer location. If the equipment is a component, the master equipment ID is displayed in the list beneath the component equipment description. You can zoom to the master equipment record from the component equipment record. The master equipment record displays the number of associated components. Depending on the MobileTech setup, you may be able to edit an equipment record. |
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| Contracts
View any contracts for the equipment that you are servicing. The contract type might affect the service that you provide. |
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| Meter Readings
View meter readings that are associated with the equipment record.
You can also enter a meter reading. A meter reading can be updated throughout the day, but you can sync only one meter reading per day. |
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| Refrigerant
If your organization uses refrigerant tracking, you can use this tab to view refrigerant tracking information for equipment on a service call. This information is used to track leak rates and to report annual refrigerant usage to the Environmental Protection Agency (EPA). You can also create a refrigerant tracking record for equipment that is assigned to a service call. |
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| History
View service history for the equipment. Request history to display the list of completed service calls. The number of records that are displayed is determined by an administrator during setup. |
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| Map
If your device supports mapping and a valid latitude/longitude or location address is entered in Service Management, use this tab to see the mapped location of an appointment. View the location on a map.
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| Attachments
You can add an attachment to the equipment. See Work with Service Call, Equipment, and Task Attachments. |
| Notes
View any additional notes about the equipment. Depending on the setup, you might not be able to edit an existing note.
You can also create an equipment note. For more information, see Create a Note. |
| Reports
View any Inspection reports or Job Safety Analysis reports available for this entity. This icon displays based on your company's settings. |
To create an equipment record for a location where you are performing a service call, choose the New Image Removed icon icon. This icon might not be displayed if you don't have a service call at the selected location. For more information, see Create or Change an Equipment Record.
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