Schedule 2022 (5.0)
Schedule 2022 (5.0)
Breadcrumbs

Creating New Equipment or Component Equipment

You can create a new equipment record or component equipment record for a customer location in the Customer Hub window. This information is synced to Service Management. As with Service Management, the only required field for an equipment record is the Equipment ID.


  • The ability to perform these actions is dependent on the user role permissions assigned to your user role by your administrator.

  • If the Equipment window is not displaying the fields that you need to create the equipment compared to using Signature Service Management, ask your System Administrator to review the page display settings. For more information, see Displaying Service Call, Appointment, & Equipment Form Fields.


To add an equipment record:

  1. To view the equipment for a customer location, select a customer in the Customer Hub.

  2. In the details section of the Customer Hub, select the Equipment tab.

  3. Right-click on an equipment name and then select Add Equipment.

  4. In the Equipment window, complete the fields, as necessary. ComponentNo: Select No if the equipment record is not a component of a master equipment record.Yes: Select Yes if the equipment record is a component of a master equipment record.Equipment ID/Component IDIf you chose to auto-generate equipment IDs during setup, the ID will auto-populate. The label for this field displays based on if you are creating an equipment record or a component record.Master Equipment IDIf you are creating a component equipment record, select the master equipment record. DescriptionEnter a description of the equipment. Equipment TypeUse the drop-down or manually enter an equipment type. Information from the equipment type template appears on the equipment record. Manufacturer ID, Model Number, Serial NumberSome information in these fields may default from the equipment type template.Bar Code IDEnter the bar code ID.Building IDEnter the building ID.Building RoomEnter the room where the equipment is located.Sub Location IDTo help technicians complete service calls more efficiently, you can direct them to a sublocation where the equipment is located. Installed DateEnter the installation date.Installed ByIdentify who installed the piece of equipment. You can use the lookup or add on-the-fly.Warranty ExpiresThis date is automatically calculated based on the warranty days entered for the equipment type, if applicable, once the Installation Date is entered or you can enter the month, day, and year of the warranty's expiration. Extended WarrantyThe Extended Warranty defaults from the equipment type, if applicable, or you can use the lookup to select a different extended warranty or you can add-on-the fly.Extended Warranty ExpiresThis date is automatically calculated based on the extended warranty days entered for the equipment type, if applicable after the Installation Date is entered or you can enter the month, day, and year of the extended warranty's expiration.Optimal Charge (lbs)Enter the optimal refrigerant charge necessary to maintain safe cooling levels. This is often a manufacturer's initial value and may default from the equipment record.Refrigerant Type IDSelect the type of refrigerant that is being used. Depending on the equipment, this can be one of several primary types. See the National Refrigeration Safety Code catalog for more information. This information can also be entered in Service Management. For more information, see the Service Management documentation.Refrigerant Equipment TypeUse the drop-down to select the refrigerant equipment type. The pounds indicate the amount of refrigerant the equipment can contain.0-Not Applicable (default)1 - Commercial Refrigeration 50-500 pounds2 - Commercial Refrigeration > 500 pounds3 - Industrial Process Refrigeration 50-500 pounds4 - Industrial Process Refrigeration >500 pounds5 - Comfort Cooling > 50 pounds6 - Mid-Size Appliance 5-40 pounds (leak rate not required)User DefinedEnter additional information. The User Defined field label is set up in Service Management.

  5. Select Save.