Requiring Equipment Records

How to require an equipment record for specific call types

The Require Equipment when Customer Location User-Defined Field is Marked field in the Equipment App Settings page helps when customers at specific locations require the equipment record that is being worked on for specific call types. When the customer location on the appointment has that specified user-defined field filled, and the call type matches the setting, the tech won’t be able to check out without adding the equipment worked to the call.