Create or Change an Equipment Record

Create an Equipment Record

Open the equipment list for a service call:

1. Select Service Calls. 

2. Select a service call, and select More. 

3. Select the Equipment tab.

4. Select the New icon.

5. Enter information in these fields: (* Required field)

   • *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.

   • 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.

   • 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.

   • Description: The description of the equipment.

   • Equipment Type: Select the equipment type.

   • Ext Warranty Exp: Select the date when the extended warranty expires.

   • Ext Warranty Type: Select the extended warranty type.

   • Install By: Select the person or company who installed the equipment.

   • Install Date: Select the date when the equipment was installed.

   • Location: The default location ID.

   • Manufacturer: Select the manufacturer of the equipment.

   • Model Number: Enter the model number.

   • 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.

   • Serial Number: Enter the unique serial number for the equipment.

   • Service Level: Displays the Service Level ID, if any.

   • Sublocation: Depending on your setup, you may have a lookup button to open a selection window or you may have the ability to create a new or edit an existing sublocation. See Working with Sublocations.

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

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

   • 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.

   • Warranty Exp: Select the date when the warranty expires.

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