Manage equipment tags

Overview

Equipment tags behave differently depending on the screen from which you’re adding them. They automatically appear on the Equipment, Location, Job, and Call Booking screens to show the repair history of the equipment associated with the tags.

Who uses this feature

Administrators and managers
Applies to all business types

Feature configuration

Account configuration is required. Please contact Technical Support for details.

Things to know

Aging tags are automatically generated by the system and are based on the installed date of the equipment.
Make sure to create your tags before adding them to equipment in your pricebook.

Tags on pricebook equipment

Go to the top tool bar and click Pricebook.
In the side menu, click Equipment. The Equipment screen opens.
On the Equipment screen that opens, click Add and select Equipment.
On the Add an Equipment screen that opens, select tags from the dropdown.
Select tags from the dropdown.
When finished, click Save.

In the Equipment section of the Pricebook, you can search for the equipment you’ve added and view tags.

Overview of AC equipment with dimensions and a highlighted 6000 gallon tag.

Tags on installed equipment on the Location

You can view installed equipment tags on the Location screen:

Search for and open the location you want.
In the Location section that opens, click Add Equipment.
In the Add Equipment window that opens, search for the installed equipment you want.
Note: Tags added in Pricebook > Equipment section don’t transfer to the Location section. You need to add desired tags for the installed equipment.

View installed equipment tags on the Location

You can view installed equipment tags in the Location section.

Customer profile for Jack Turner, highlighting membership status and contact information.

Tip: If there are aging equipment tags, you can view them in the Location section.

Profile of Jack Turner with membership status and service details displayed.

View equipment tags during Call Booking

In the Location screen, click Book Job.
In the Call Booking screen that opens, you can view, and preview equipment tags on the customer’s location.

In the Call Booking screen, you can view tags added both from the Pricebook and the Location sections.

If you want to add a new equipment or job tag, select the option from the dropdown in the Tags section.

Summary section with tasks and tags for a maintenance job at 7-Eleven.

If you want to remove an equipment tag, click x in the Tags section. Summary section with checkboxes for customer communication preferences and job details.