Create equipment typesLast updated on 02/09/2023
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.
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.
Capacity type and capacity levels give additional information that helps to track a piece of equipment and reference during estimate creation.
Capacity type refers to the unit of measurement. Default options are tons, BTU, gallons, and inches.
Capacity level refers to the individual level of capacity an equipment type can include.
Capacity level increments include half-step, single, double, 10, 100, 1000, and 10000. 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 associated with it of one ton, two-ton, three-ton, and all the way up to 100 Ton.
Create an equipment type
From the side menu, click Equipment.
On the Equipment screen that opens, click the Equipment Types tab.
When you’re done, click Add.
From the dropdown, select the Equipment Type option.
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. 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.
When you’re done, click Add.
Note: If you want to make changes to your equipment types, you can edit them. For more information, see Edit pricebook items.
Want to learn more?
Visit ServideTitan Academy to enroll in Setting up Equipment
Important note: Some features may not be currently included in your account and additional configuration may be required. Please contact technical support for details.
Disclaimer: Information provided in this article is for informational purposes only and it should not be construed to be legal advice. Information provided in this article may also not constitute the most up-to-date legal or other information. You should not act or refrain from acting on the basis of any information in this article to meet any compliance requirements without seeking independent legal or other professional advice.