MobileTech 2020 (8.0)
MobileTech 2020 (8.0)
Breadcrumbs

Create or Change an Equipment Record

See these sections for more information:

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Create an equipment record

Open the equipment list for a service call:

  1. Choose Service Calls  servicecall@2x.png . 

  2. Select a service call, choose More. 

  3. Choose the Equipment tab.

  4. Choose the New  add.png  icon.

  5. Enter information in these fields:

    Field

    Description

    Location

    The default location ID.

    Component?

    Choose the toggle if the Equipment is a component. When toggled to Yes, a Master Equipment field is displayed. Choose the Click To Select link to open an Equipment lookup display equipment assigned to that customer that are not components. Select the Master Equipment the new Component belongs to. (Master Equipment is a required field for saving the new equipment.)

    If you toggle the Component switch to No, the Master Equipment is cleared out and the field is hidden.

    *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.

    Sublocation

    Depending on your setup, you may have a lookup button to open a selection window or you can enter the sublocation information.

    Sublocation Description

    The description defaults in from the Sublocation selected above. This field will not display if you don't have the Sublocation lookup.

    Sublocation Barcode

    The barcode defaults in from the Sublocation selected above. This field will not display if you don't have the Sublocation lookup.

    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

  6. Choose the Save save.png  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