Create or change an equipment record

See these sections for more information:

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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.
   Building ID	Defaults to the building ID assigned in the back office.
   Building Room	Defaults to the building room assigned in the back office.
   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

4. 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