Use this guide to learn how to create and edit equipment records, review equipment history, and understand the current delete limitations in the application.
Workflow Overview
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Open Equipment.
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Create a new equipment record for the correct customer location.
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Complete the required identity and classification fields.
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Add serial, model, installation, and warranty details as needed.
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Save the equipment record.
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Reopen the equipment later to update details or review service call history.
Understand Equipment Records
Equipment records represent assets serviced at customer locations.
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Track serviced assets by customer and location.
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Capture equipment type, manufacturer, serial number, and model.
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Record installation and warranty dates.
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Review related service call history from the equipment record.