Manage maintenance materials on equipment types

Overview

Add maintenance materials to each equipment type to use them in the Equipment drawer and on maintenance schedules. This way, you can standardize setup, improve accuracy, and streamline maintenance planning.

Who uses this feature

Administrators
Primarily for Commercial Service business types
Applies to all trades

Feature configuration

This feature is currently in Private Preview and available for specific accounts. It is subject to change.
Account configuration is required to use this feature. Please contact Technical Support for details.

Things to know

Create equipment types by going to Settings > Equipment > Equipment Types. For more, see Manage equipment types.
Setup maintenance schedules on equipment types for automated Service Agreement creation flows. For more, see Maintenance schedule.
Track maintenance details in the Equipment drawer. For more, see Manage maintenance details.

Add maintenance materials

Go to the top toolbar and click Settings .
In the side panel, go to Equipment > Equipment Types.
Add or edit an equipment type.
On the Equipment Type screen, go to the Maintenance Materials section and click + Add Maintenance Materials.
Search for the material you want and click Add. This adds the material to the equipment type.
Note: If you don't see the material you need in the list, you can add it by clicking Add, which creates a new custom material that can be used across all equipment types.