Client Equipment Overview

Companies that install and/or repair equipment for their clients can manage that Client Equipment in WORK.  Some examples of Client Equipment are;

• Water Heaters
• Refrigerators
• Pool Pumps

Admins and Fieldworkers can add Equipment to a Client and assign it to a Site to keep a record of the Equipment location.

Information like Serial Number, Brand, and Model can be stored as well as the ability to add additional custom fields for industry-specific information.

Notes: Admins can make fields they aren’t using inactive in Settings>>Client Settings>>Equipment. 

Admins can link Equipment to a Job so the Equipment information is made available on the Mobile app and the work done on the Equipment is tracked.

Fieldworkers will see the Equipment on their Job Details and they will have the ability to add new Equipment from the field.

Once the Equipment is linked to a Job, Admins will be able to view the full Job History of that Equipment.

From Reports, Admins can report on their Client's Equipment using the Equipment Report that they can export out of WORK to Excel or PDF.

Learn how to add equipment to a client here.