Equipment
- Kimberly Onnen
Choose Customers. Select a customer and choose the Locations tab. Select a location and choose the Equipment tab.
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Choose Service Calls. Select a service call, choose More, and then choose the Equipment tab.
To work with an existing record that is assigned to a location or service call, select the equipment record, and then use these tabs to view more information.
Tab | Description |
Equipment | View equipment details. Equipment records for a customer location are displayed only if a service call is assigned to the customer location. Depending on the MobileTech setup, you might be able to edit an equipment record |
Contracts | View any contracts for the equipment that you are servicing. The contract type might affect the service that you provide. |
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. See Enter a meter reading. |
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 trac 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 completed service calls. The number of records that are displayed is determined by an administrator during setup. |
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. |
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. Note: If the map does not show the correct location, you can update the GPS locati using your device's GPS. For information, see Updating GPS coordinates. |
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 for equipment. |
To create an equipment record for a location where you are performing a service call, choose the New 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.