Editing Equipment and Component Equipment

You can edit an equipment record, including component equipment, for a customer location in the Customer Hub window. This information is synced to Service Management. As with Service Management, the only required field for an equipment record is the Equipment ID.

Notes

The ability to perform these actions is dependent on the user role permissions assigned to your user role by your administrator.
If the Equipment window is not displaying the fields that you need to create the equipment compared to using Signature Service Management, ask your System Administrator to review the page display settings. For more information, see Displaying Service Call, Appointment, & Equipment Form Fields.

To edit an equipment record:

To view the equipment for a customer location, select a customer in the Customer Hub.
In the details section of the Customer Hub, select the Equipment tab.
Right-click on an equipment name and then select Edit Equipment.
In the Equipment window, you can edit any of the equipment fields except for the Equipment/Component ID. For a description of the fields, see Creating New Equipment or Component Equipment.
Select Save.