How do I add equipment to a client?

Admins and Fieldworkers can create new Client Equipment from Clients, or during the Job creation process.

Clients

From Clients, select the Client Name to open the Client Record.

Once in the Client Record, select Equipment then select Add Equipment.

Fill out the Equipment details then select Save.

*Note: You must fill out all fields marked with an asterisk before saving.

Once the Equipment is created, Admins will see it on the Client Record and can add additional information by selecting the Equipment Name.

Admins can add additional details to Equipment by creating Equipment Custom Fields for industry-specific information.

Job Record  

From Jobs, select Create a Job.

Fill in Client and Basic Job Details then select Save & Add Detail.

From Job Details, in the Equipment section select Add Equipment.

Fill out the Equipment details then select Save.

*Note: You must fill out all fields marked with an asterisk before saving.

Once the Equipment is created, Admins will see it on the Job Record and now its Linked to the Job.

Note: Unlink the Equipment from the Job if it is not being serviced. Linking Equipment to a Job will track Job History of that Equipment.

Admins can add additional details to Equipment by selecting the Equipment Name from the Job Record.

Note: Admins can add Equipment Custom Fields for industry-specific information. 

Learn How to add Equipment to a Site here.