Create or Change an Equipment Record

See these sections for more information:

Create an Equipment Record

Open the equipment list for a service call:

1. Select Service Calls. 
2. Select a service call, select More. 
3. Select the Equipment tab.
4. Select the New icon.

5. Enter information in these fields:

   Field	Description
   Location	The default location ID.
   Component?	Select the toggle if the Equipment is a component. When toggled to Yes, a Master Equipment field is displayed. Select the Click To Select link to open an Equipment lookup display equipment assigned to that customer that are not components. Select the Master Equipment that 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. Use the drop-down to select a different building ID, if needed.
   Building Room	Defaults to the building room assigned in the back office. This field can be edited.
   Sublocation	Depending on your setup, you may have a lookup button to open a selection window.
   Sublocation Description	The description defaults 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.
   Service Level	Displays the Service Level ID, if any.
   Refrigerant Equipment Type	Select the Refrigerant Equipment Type. When the Refrigerant Equipment Type field is not 0 - Not Applicable, additional Refrigerant Tracking fields display. See Create or Edit a Refrigerant Tracking Record.
   USER-DEFINED	Enter up to 31 characters. The label for this field is defined in Signature.
   USER-DEFINED	Enter up to 31 characters. The label for this field is defined in Signature.
   USER-DEFINED	Enter up to 31 characters. The label for this field is defined in Signature.
   USER-DEFINED	Enter up to 31 characters. The label for this field is defined in Signature.
   USER-DEFINED	Enter up to 31 characters. The label for this field is defined in Signature.
   USER-DEFINED	Enter the date/time. The label for this field is defined in Signature.

   * Required field

6. Select 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
• Refrigerant Equipment Type
• User-Defined Fields