Add equipment without invoicing the customerLast updated on 05/11/2023
Add equipment to a location when a customer purchases a new piece of equipment or wants to ensure their equipment is recognized by your business. Specifically, you can add previously installed equipment to a location after a customer has become a member and wants a piece of equipment covered by that membership.
Things to know
When you invoice a customer for an equipment item, the installed equipment is automatically added to the location record. You don't need to manually add the equipment to the service location.
After adding equipment to a customer location, you can service the equipment with tasks and materials from your pricebook while on a job. For more, see Service equipment with materials or tasks.
Add equipment to a service location without invoicing the customer
Search for the location you want to add equipment to.
Open the location and click Add Equipment.
Enter the equipment information in the fields provided. For more on these fields, see the table below.
When you're finished, click Save.
Description of equipment fields
Add information to these fields when adding new 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.