Equipment Hierarchy

The Equipment Hierarchy feature allows you to create hierarchical relationships among equipment records in the system; this makes it easier to keep track of complex relationships when multiple pieces of equipment are serviced separately but used together.

For example, you may have three separate equipment records for a skid steer, the engine inside that skid steer, and the snow blower attached to the skid steer. There may even be another equipment record for the chute attached to the snow blower. The skid steer is the top-level parent in the hierarchy group, while the engine and snow blower are components of the skid steer. The chute is a component of the snow blower.

Each record keeps a separate account of service work, profitability, and scheduled maintenance, but when the equipment is used together as a group, these can be viewed in conglomeration. In addition, certain features such as the location, site, and status of an equipment record are dependent on the other members of the equipment group. When equipment is sold, transported, or put on rent, the change affects the entire hierarchy group.