Manage installed equipment

Overview

Use the Installed Equipment screen to centralize all equipment records for a customer location. It enables quick updates, advanced search, and media uploads for efficient tracking.

View installed equipment

Optimize equipment management on the Location screen for efficient technician workflow. Direct technicians to equipment pages for diagnosis, maintenance, and service details.

1. On the Location screen, click Equipment.
   

2. Click View all Equipment to go to the Equipment screen.
   

3. On the Equipment screen, you can:

   1. Add equipment

   2. Edit equipment

   3. Apply filters

   4. Search your equipment records

   5. Edit columns

   6. Import equipment record
      

Add equipment

1. Click Add Equipment on the Equipment screen.
   

2. In the Equipment drawer that opens, fill out the information:

   1. (Optional)Select from Equipment: Select equipment from the dropdown.

      Tip: The dropdown contains equipment from your pricebook. Selecting an option automatically populates the relevant details in the installed equipment record.

   2. Equipment Name: Add or update the installed equipment name. It should be a unique value on the location.

   3. Installed On: Select the date of installation.

   4. Status: Select the equipment status from the dropdown to specify whether it is installed or replaced.

   5. Type: Select the type of equipment from the dropdown.

   6. Capacity: Select the capacity of equipment from the dropdown.

   7. Manufacturer: Enter the name of the manufacturer.

   8. Model: Enter the name of the model.

   9. Serial Number: Enter the serial number.

   10. Brand: Enter the name of the brand.

   11. Asset #: Enter the asset number.

   12. Manufacturer Warranty Period: Select the warranty period for the manufacturer.

   13. Service Provider Warranty Period: Select the warranty period for the service.

   14. Memo: Add notes and additional details about the installed equipment.
       

3. When finished, click Add.

Edit an equipment record

Option 1: To edit an equipment record, click on it directly.

Option 2:

1. Select the equipment record you want to edit and click More> Edit.
   

2. In the Equipment drawer that opens, view the equipment details, access the attached documents, review the history of all estimates and invoice records linked to that equipment, and find information about the service agreements.

   Tip: To delete the equipment record, select Delete.

3. Click Edit to edit the equipment details.
   

4. When finished, click Save.

To make changes directly from the table view:

1. Enable the Edit Mode toggle.
   

2. Edit any installed equipment record.
   

Filter equipment records

1. Click Filters to open the Filters screen. You can filter items in the table based on equipment type, manufacturer, and other details. After setting the filters, click Apply.
   

2. To cancel the filter, click Reset All.

Search and filter your equipment records

Enter the equipment serial number, model number, or equipment name on the Equipment screen to find specific records.

Edit equipment columns

1. In the Equipment section, click Edit Columns.
   

2. On the Edit Columns window that opens, select or deselect the columns you want to show or hide in the table.

   Tip: To reset the columns to a default view, click Reset Defaults.

3. When finished, click Apply.
   

Import equipment records

On the Equipment screen, click More> Import from Template.

Note: You can also bulk import installed equipment records directly to the customer location.

There are three statuses after import:

1. Successful: A notification banner indicates when the import is complete.

2. Failed: Click Download Error Log to view the errors.

3. Imported with errors: View records imported with issues.

Export equipment records

On the Equipment screen, click More > Export as Template.

You can export only a template document.

Note: You can't export an existing equipment record, edit it, and then re-import it. You can only create and edit new equipment records.

Want to learn more?

• See Add equipment to a service location without invoicing the customer