Select Customers. Select a customer and select the Locations tab. Select a location and select the Equipment tab. OR
Select Service Calls. Select a service call, select More, and then select the Equipment tab.
To work with an existing record that is assigned to a location or service call, select the equipment record, and then use these tabs to view more information.
Tab
Description
Equipment View equipment details. Equipment records for a customer location are displayed only if a service call is assigned to the customer location. If the equipment is on a contract, the contract indicator displays to the left of the equipment.
If the equipment is a component, the master equipment ID is displayed in the list beneath the component equipment description. You can zoom to the master equipment record from the component equipment record. The master equipment record displays the number of associated components.
Depending on the MobileTech setup, you may be able to edit an equipment record.
Contracts View any contracts for the equipment that you are servicing. The contract type might affect the service that you provide.
Meter Readings View meter readings that are associated with the equipment record. You can also enter a meter reading. A meter reading can be updated throughout the day, but you can sync only one meter reading per day.
Refrigerant If your organization uses refrigerant tracking, you can use this tab to view refrigerant tracking information for equipment on a service call. This information is used to track leak rates and to report annual refrigerant usage to the Environmental Protection Agency (EPA). You can also create a refrigerant tracking record for equipment that is assigned to a service call.
History View service history for the equipment. On the History tab, select the Redisplay icon to display a list of completed or closed service calls for the current equipment record. To include open service calls, mark the Include Open Calls checkbox and then select the Redisplay icon. The number of records that are displayed is determined by an administrator during setup. See Request Service History for Equipment.
Map If your device supports mapping and a valid latitude/longitude or location address is entered in Service Management, use this tab to see the mapped location of an appointment. View the location on a map.
If the map does not show the correct location, you can update the GPS location using your device's GPS. For information, see Updating GPS coordinates.
Attachments You can add an attachment to the equipment.
Notes View any additional notes about the equipment. Depending on the setup, you might not be able to edit an existing note. You can also create an equipment note. For more information, see Create a Note.
Reports View any Inspection reports or Job Safety Analysis reports available for this entity. This icon displays based on your company's settings.
To create an equipment record for a location where you are performing a service call, select the New icon. This icon might not be displayed if you don't have a service call at the selected location. For more information, see Create or Change an Equipment Record.
