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.

Notes

• 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. 
   • Component
     • No: 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 ID
     If 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 ID
     If you are creating a component equipment record, select the master equipment record. 
   • Description
     Enter a description of the equipment. 
   • Equipment Type
     Use 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 Number
     Some information in these fields may default from the equipment type template.
   • Bar Code ID
     Enter the bar code ID.
   • Building ID
     Enter the building ID.
   • Building Room
   • Enter the room where the equipment is located.
   • Sub Location ID
     To help technicians complete service calls more efficiently, you can direct them to a sublocation where the equipment is located. 
   • Installed Date
     Enter the installation date.
   • Installed By
     Identify who installed the piece of equipment. You can use the lookup or add on-the-fly.
   • Warranty Expires
     This 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 Warranty
     The 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 Expires
     This 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 ID
     Select 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 Type
     Use 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 pounds
     • 2 - Commercial Refrigeration > 500 pounds
     • 3 - Industrial Process Refrigeration 50-500 pounds
     • 4 - Industrial Process Refrigeration >500 pounds
     • 5 - Comfort Cooling > 50 pounds
     • 6 - Mid-Size Appliance 5-40 pounds (leak rate not required)
   • User Defined
     Enter additional information. The User Defined field label is set up in Service Management.
5. Select Save.