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Working with Equipment

From the Equipment tab, you can view, edit, or create equipment and equipment component records at a customer's service location. You are not able to delete equipment records in the Customer Hub.

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.

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