Adding and Managing Equipment

All Admins within Work Order Management have complete access and can manage equipment. However, if an Admin gives a Sub-Admin permission rights to manage equipment, they will also see the Settings>Basic>Equipment tab on their dashboard (see below). 

Add any piece of equipment that a work order is created to address including preventative maintenance items (ex: Carrier Unit, Boiler, Vehicles/Fleet, etc.).

ADDING EQUIPMENT 

To add equipment, go to Settings>Basic>Equipment located on your left side bar. 

then choose "Add New Equipment" (see below).

Add the Equipment Name, associate the equipment with one or more Service Categories, add the Equipment Description, add the Location of the Equipment.

Several additional fields are available to include with your equipment including Manufacturer, Model #, Serial #, Date-in-Service, Warranty Exp - Parts, and Warranty Exp - Labor.  You are also able to upload images or documents to associate with your equipment.  

Note:  When the Warranty Exp - Parts expire, the name of the equipment will be highlighted in RED as well as the expiration date

Finally, select the space where the equipment is located to finish your entry.

CUSTOM FIELDS

If you want to include more information about your equipment, you can add your own User Defined Fields.  Learn more at the link provided. 

EXPORTING EQUIPMENT LIST

If you want to export your equipment list, click on the green "Export Equipment" button. Then you will be directed to another page where you can select any or all the fields you want to export and even order them according to how you want to see them.

RETIRING EQUIPMENT

Once equipment is added, you will be able to indicate when equipment is retired by selected the retired toggle button shown below.  You will only see this toggle when you EDIT equipment that has previously been added.  

TRACKING WORKORDERS ASSOCIATED TO EQUIPMENT

Within "Equipment", you can track the work orders associated with each piece of equipment. This will help with the future planning of replacements as well as help manage the people working on them.