Overview
Set up equipment types to track equipment replacement opportunities. When an installed equipment item approaches the replacement age for that equipment type, a tag is added to the customer record signaling to CSRs and technicians that a replacement opportunity exists.
Who uses this feature
Administrators and managers
Things to know
When you add an equipment item to your pricebook, you can assign an equipment type to it.
Before you start, make sure to create replacement opportunity conversion tags for your equipment types.
When the installed equipment reaches the replacement age for that equipment type, a replacement opportunity tag is added to the customer record.
If you assign business units (BUs) to an equipment type, replacement tags are generated only if the install job BU matches the equipment type BU. If no BU is assigned, replacement tags generate regardless of the job BU.
If a piece of equipment has an equipment type associated with it, and that corresponding type has capacity levels created, then a piece of equipment can have a specific capacity level assigned to it.
Create an equipment type
On the navigation bar, click Pricebook.
From the side menu, click Equipment.
On the Equipment screen that opens, click the Equipment Types tab.
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Click +Add Equipment Type.
In the Name field, enter the name of the equipment type you’re adding.
(Optional) Click the Business Units dropdown and select which business units (BUs) you want to assign to the equipment type.
Select the capacity type from the dropdown.
Set up the capacity level by entering the Start, Stop, and Increment options. Select the value that best matches your equipment. For more, see Capacity types and levels above.
Tip: When you enter the Start, Stop, and Increment options, you can preview your selection in the Preview section, or finalize your selection by clicking Set.
In the Replacement Age field, enter the estimated lifespan of the equipment item in years.
From the Tags dropdown, select the tags you want to attach to the customer record when the installed equipment item reaches the replacement age.
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When you’re done, click Save Changes.
Note: If you want to make changes to your equipment types, you can edit them. For more, see Edit pricebook items.
Capacity types and levels
If an equipment type has capacity levels, you can assign a specific capacity level to each piece of equipment with that type. Capacity types and levels give additional information that helps track equipment and provide reference during estimate creation.
Capacity type
Capacity type refers to the unit of measurement. Default options are tons, BTU, gallons, and inches.
Capacity level
Capacity level refers to the individual level of capacity an equipment type can include. Capacity level increments are displayed as numeric values and include: 0.1, 0.25, 0.5, 1, 2, 2.5, 5, 10, 25, 50, 100, 250, 500, 2,500, 5,000, 100,000, and 1,000,000. Increments automate the levels between the chosen start and stop.
For example, if there is an equipment type called AC Systems that has a capacity type of tons and sets the capacity levels to Start at 1, Stop at 100, and use Single increments, then any equipment with the AC Systems equipment type can have a capacity of one ton, two tons, three tons, and all the way up to 100 tons.
Use smaller increments, such as 0.1, 0.25, or 5, for equipment types that require precise capacity ranges, such as pool and spa or water treatment equipment. Use larger increments, such as 100,000 or 1,000,000, for commercial equipment with high-capacity ratings.