See these sections for more information:
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Create an Equipment Record
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Open the equipment list for a service call:
Select Service Calls.
Select a service call, and select More.
Select the Equipment tab.
Select the New icon.
Enter information in these fields:
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Location
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The default location ID.
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(* 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
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to Yes,
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a Master Equipment
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field is displayed. Select the
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Click To Select
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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.)
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Manufacturer
If you toggle the Component switch to No, the Master Equipment is cleared out and the field is hidden.
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*Equipment
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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.
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Description
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The description of the equipment.
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Equipment Type
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Select the equipment type.
Description: The description of the equipment.
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
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: Enter the model number.
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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.
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Barcode
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If the equipment has a barcode, enter the barcode number.
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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.
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To create a new sublocation:
- Select Create Sublocation under the Sublocation field.
- Enter the following:
- Name: The sublocation name must be unique for the location.
- Description
- Barcode: Available if barcoding is enabled.
- Select Save.
To edit an existing sublocation's information:
- Select the sublocation name.
- Edit the Description and/or Barcode (if barcoding is enabled).
- Select Save.
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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
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Description: The
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description defaults
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from the Sublocation selected above. This field will not display if you don't have the Sublocation lookup
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Install Date
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Select the date when the equipment was installed.
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Install By
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Select the person or company who installed the equipment.
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Warranty Exp
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Select the date when the warranty expires.
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Ext Warranty Type
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Select the extended warranty type.
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Ext Warranty Exp
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Select the date when the extended warranty expires.
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USER-DEFINED
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: Enter up to 31 characters. The label for this field is defined in Signature.
USER-DEFINED
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: Enter up to 31 characters. The label for this field is defined in Signature.
USER-DEFINED
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: Enter up to 31 characters. The label for this field is defined in Signature.
USER-DEFINED
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: Enter up to 31 characters. The label for this field is defined in Signature.
USER-DEFINED
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: Enter up to 31 characters. The label for this field is defined in Signature.
USER-DEFINED
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: Enter the date/time. The label for this field is defined in Signature.
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Warranty Exp: Select the date when the warranty expires.
Select the Save icon.
Change an Equipment Record
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Depending on the setup, you can change these equipment details:
Equipment Type
Manufacturer
Model Number
Serial Number
Barcode
Install Date
Install By
Warranty Exp
Ext Warranty Type
Ext Warranty Exp
Refrigerant Equipment Type
User-Defined Fields