Using the Equipment Workspace

How to use the Equipment worksp

The Equipment workspace is used to track and update equipment at the customer location. Equipment added from the back office, or a previous appointment appears here and can be edited as needed.

The Show All Location Equipment option defaults unmarked so that when the Equipment workspace is first opened only equipment on the work order displays. Select this option to display all equipment at the location.

You can also edit or delete equipment, as necessary. Model numbers can be recorded if a manufacturer name has been entered. Equipment may also be added to this workspace from the Tasks, Purchase Order or Parts workspaces or by scanning a barcode that does not exist.

The equipment ID is assigned in the back office when you check out of the appointment. You will see the description you save as the field label until the record is created in the back office. After that, the ID and description comprise the field label together. Those records can be edited in this workspace as needed.

The buttons described are available for existing equipment when the record is not in edit mode.