Using the Equipment Tab in App Settings

How to use the Equipment tab in app settings

The Equipment tab provides a Field Designer for adding, rearranging, and removing fields from the Equipment workspace.

1. From the menu on the left, click App Settings, then Equipment.
   
2. Toggle the Allow Technicians to Create New Equipment Records option off if you do not want technicians to be able to create a new equipment record. When this option is turned off, the Add button on the Equipment workspace is hidden.
   Note: If you do not use auto-numbering for new equipment (set up in Signature), we recommend that you turn this option off and contact OmniByte support. The ability to add equipment to a service call or job is not impacted by this setting. 
3. If you have customers at specific locations that require the equipment record that is being worked on for specific call types, select the appropriate value from the Require Equipment when Customer Location User-Defined Field is Marked field. This field is in the SV00200 table. Then when the customer location on the appointment has that user-defined field populated, and the Call Type field matches the setting, the tech won’t be able to check out without adding the equipment worked to the call. An alert icon appears on the app to indicate an equipment record is required.
4. See the Setting up a Link Button and the App Configuration using User-Defined Fields and the Field Designer sections for information about this section.