Equipment

When you add your customers' equipment in WennSoft Service, you can track equipment that requires inspections, maintenance, and repairs. WennSoft Service equipment management includes which equipment is located at a functional location and the service history of all past and present service calls for each equipment.

Viewing the Equipment Dashboard

1. In the Service Operations sitemap, select Equipment.

2. The Equipment dashboard displays the existing equipment.

3. The columns display the following information:

   • Name: The equipment name.

   • Account: The customer's name.

   • Functional Location: The location of the equipment at the customer location. See Functional Locations.

   • Product: The product name if the product was originally added to a service call and then converted to equipment.

   • Parent Equipment: The parent equipment name if the equipment is a component.

   • Top-Level Asset: The name of the hierarchical top-level equipment.

   • Created On: The Date the equipment was created.

4. You can filter the data by a keyword and sort by any of the columns.

Creating Equipment

You can create equipment individually, in bulk by importing an Excel workbook, and automatically when using a service call product. You can also create equipment on a customer, vendor, or service call record using the Quick Create window.

Manually Create Equipment

1. In the sitemap, select Equipment, and then select New.

2. Complete the following fields as needed.

   • Name (required): Enter a descriptive Name for the equipment.

   • Equipment Type: Add or create an equipment type that serves as a label to organize equipment into groups.

   • Manufacturer: Enter or select the manufacturer.

   • Model: Enter or select the equipment model.

   • Serial Number: Enter the serial number.

   • Installation Date: Enter or select the date the equipment was installed.

   • Year Built: Enter the year the equipment was built.

   • Sizing: Enter the sizing information for the equipment.

   • Parent Equipment: WennSoft Service supports hierarchical equipment structures. For example, a part can be a component of a piece of equipment that is itself a component of a larger device. Use the Parent Equipment field to specify the direct parent of the equipment you are creating.

   • Account: Select the customer/location the equipment is located.

   • Top-Level Asset: The name of the hierarchical top-level equipment. For example, if the parent equipment selected above has a parent, that equipment would be listed here.

   • Product: If the equipment correlates with a product in your product catalog, look for and select it.

   • Service Call Product: The service call product displays if you selected the product in the previous field.

   • Functional Location: Identify where the equipment is located at a customer site.

   • Owner: The name of the person who created the record.

3. Select Save.

4. Optionally add subcomponents or child equipment in the Sub Equipment grid. This grid displays after you have saved the equipment.

Quick Create Equipment

1. You can create equipment from the Customer, Vendor, or Service Call record windows:

   • Customer Record: On the Customer dashboard, select a customer or click New. Select the Equipment tab and then select New Equipment.

   • Vendor Record: On the Vendor dashboard, select a vendor or click New. Select the Equipment tab and then select New Equipment.

   • Service Call: On the Service Call dashboard, select a service call or click New. In the Equipment card, click in the Primary asset field and select New Equipment.

2. In the Quick Create: Equipment window, complete the following fields as needed:

   • Name (required)

   • Equipment Type

   • Manufacturer

   • Model

   • Serial Number

   • Account

   • Functional Location

   • Product

3. Select Save & Close.

Viewing Service History

You can view the service history for a piece of equipment from the equipment record.

1. In the sitemap, select Equipment, select the equipment.

2. The Related Service Calls card on the Summary tab lists all service calls where the equipment was listed as the primary asset.

3. Select a service call to open the service call window, where you can view the service call information. See Service Calls for more information.

Deactivating Equipment

You can deactivate a piece of equipment if you no longer use it. Deactivating the equipment makes the record read-only, hides it from most views, and retains the history. The related opportunities, activities, and other records remain active.

1. In the sitemap, select Equipment.

2. Select the equipment you want to deactivate.

3. In the command bar, select Deactivate and confirm the deactivation. The account is deactivated and listed under the Inactive Equipment view.