Create an Equipment Record

Use the Equipment area to create a new asset record tied to the correct site.

To create an equipment record:

1. Open Equipment.

2. Select New Equipment.

3. Complete the required equipment fields.

   • Name: Enter the equipment name.

   • Location: Select the customer location where the equipment is installed.

   • Equipment Type: Select the equipment classification before saving.

   • Equipment Number: This field is auto-generated when you save the record.

   • Customer (Assigned from Location): When you select a location, the related customer is shown with that location.

4. Complete the additional equipment details as needed.

   • Serial Number: Enter the manufacturer or company serial number.

   • Manufacturer: Select the manufacturer.

   • Install Date: Enter the installation date.

   • Warranty Start: Enter the warranty start date.

   • Warranty End: Enter the warranty end date.

   • Warranty Terms: Enter warranty coverage notes.

   • Model: Enter the model number or product model name.

   • Custom Fields (Optional unless your company requires them): Complete any configured equipment-specific fields shown on the form.

5. Save the equipment record.