Adding Equipment to a Work Order (Admins & Subs)

After a work order has been submitted, Admins and Sub-Admins (based on user permissions given) can easily add equipment to the work order, based on what Location and Service Category is selected on the work order. If the equipment is also associated to a particular Space, you will need to select the Space on the work order before being able to select that piece of equipment.

• Tip: If you are unable to select equipment on a work order, check to make sure that piece of equipment has been assigned the same service category as the work order. Also, check to make sure the equipment has been assigned to the same location as what is selected on the work order.

When you select the desired equipment, you will then see the "Equipment Details" that includes the name of the equipment, date in-service, warranty expiration date for parts and warranty expiration date for labor!

If you select the equipment name, based on user permissions, you will be able to view and edit the piece of equipment within SettingsBasicEquipment.

NOTE: If you've selected the following setting within SettingsAdvancedGeneral...

...you will see a warning within the "Equipment Details" in red text , based on the "X Days" before your warranty is ending. 

Also, within "Equipment", the name of the equipment will also be highlighted in red, to show that the warranty is ending.