Overview
Equipment Systems allows you to group related equipment into systems and track parent-child relationships between components, so technicians arrive with a complete picture of every asset in a commercial system, not just individual records. By centralizing invoice history, forms, and service data at the system level, your team spends more time delivering accurate, efficient service on large accounts.
Who uses this feature
Office users
Primarily benefits Commercial Service and Replacement business type
Primarily benefits Plumbing, HVAC, and Electrical trades
Feature configuration
This feature is currently in Private Preview and available for specific accounts. It is subject to change. If you want to enable this feature for your account, join the waitlist here.
Things to know
Equipment systems are multiple pieces of equipment that are connected and installed together.
Each equipment record can only belong to one system at a time. When searching for equipment to add to a system, only records not already assigned to another system appear in results. Equipment records can also exist independently, without being assigned to any system.
View invoice history and forms history rolled up at the system level, giving you a single view of the full service history for a multi-component installation.
Sub-equipment is a component unit linked to a parent equipment record.
On the Equipment drawer, view the Equipment system or Parent Equipment in the header depending on the selected option.
Create an equipment system
Click Search and select Location from the dropdown.
On the Location screen, click Equipment.
Click View All Equipment & Systems.
On the Equipment screen, click +Add System.
In the Create Equipment System drawer that opens, fill out the details:
System Name: Enter the name of the system.
Service Area: Select the service area from the dropdown.
Tags: Add tags from the dropdown.
Memo: Add a memo if needed.
Custom Fields: Enter any required information for custom fields, such as text or date values.
Click Continue to go to the Add Equipment tab.
On the Add Equipment tab, select the equipment records to include in the system.
Tip: Use the search field to find existing equipment, or create a new equipment record directly from this screen.
When finished, click Add Items & Finish. A newly created system is displayed as the Parent system when assigned to equipment.
Tip: You can create new equipment when creating a system. When creating new equipment you can also add a sub-equipment at the same time.
Add a sub-equipment
Sub-equipment is linked to a parent equipment record. You can add sub-equipment using any of the following options:
Option 1: From the Add Equipment drawer
In the Add Equipment drawer, use the Sub-equipment field.
Search for an existing equipment record and click Attach.
Click Add New Equipment if you want to add a new equipment record.
Option 2: From parent system or equipment dropdown
Click Add Equipment.
Select the sub-equipment from the Parent System or Equipment dropdown field.
Option 3: Edit an individual equipment record
Edit an equipment record.
On the Overview tab, click Edit.
Select a sub-equipment from the Parent System or Equipment drawer.
When finished, click Save Changes.
View and manage sub-equipment from an equipment record
Each parent equipment record includes a Sub-equipment tab. From this tab you can:
Add existing sub-equipment or create a new one by clicking Add, then New and fill out the equipment details:
Select from Equipment
Equipment Name
Installed On
Status
Type
Capacity
Manufacturer
Model
Serial Number
Brand
Asset #
Manufacturer Warranty Period
Service Provider Warranty Period
Tags
Memo
Custom Fields
When finished, click Add.
View all sub-equipment linked to the record.
Remove sub-equipment records by clicking
and selecting Remove.
Edit equipment system details
Click any system in the Systems & Equipment screen to open the system drawer. Click Edit to update the following:
Overview: Edit system-level details, including system name, tags, memo, and maintenance access hours.
Equipment: Add, edit or remove equipment records assigned to the system.
Forms: Edit forms assigned to the system.
History: View the invoice history for all equipment within the system.
