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Create or change an equipment record
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Create or change an equipment record

Owned by Kimberly Onnen
Feb 28, 2024
1 min read

See these sections for more information:

Create an equipment record

  1. Open the equipment list for a customer or a service call:

    • Choose Customers. Select a customer and choose the Locations tab. Select a location and choose the Equipment tab.

    • Choose Service Calls. Select a service call, choose More, and then choose the Equipment tab.

  2. Choose the New icon.

  3. Enter information in these fields.

Field

Description

Location

The default location ID.

*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.

Manufacturer

Select the manufacturer of the equipment.

Model Number

Enter the model number.

Serial Number

Enter the unique serial number for the equipment.

Barcode

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

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.

* Required field

  1. Choose the Save icon.

Change an equipment record

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