Equipment/asset Tracking
Stay up to date on equipment maintenance and service with Equipment Tracking, which enables the monitoring of maintenance history and provides a convenient reference for field maintenance tasks. Follow these steps to set up and manage your equipment effectively.
For a detailed view of all equipment, navigate to Settings > Manage Lists > Equipment List. This feature allows you to track, create, edit, or export equipment records as PDFs. Additionally, you can add custom Equipment Definition Fields and Equipment Maintenance Fields to gain deeper insights into equipment utilization.
The Equipment module can also be used to manage rental equipment, allowing for easy tracking of assets as they move between customers.
Equipment Definition Fields provide essential information about the equipment that typically remains constant, such as the install date, VIN, and other permanent attributes.
Equipment Maintenance Fields are used to record important details after each maintenance session, such as oil levels, filter condition, and other relevant information.
Step 1: Enable Equipment Tracking
Go to Settings => Company => Application Feature Settings => Locate Equipment Tracking and enable it.
Step 2: Define Default Equipment Definition Fields and Default Equipment Maintenance Fields
These custom fields will be automatically added to each new piece of equipment upon creation.
Step 3: Create Equipment
Click the Create Equipment button, select a customer, and enter the relevant details.
Step 4: Attach Equipment to Work Order
Open a work order, go to the Equipment tab at the bottom, and attach the equipment created for the customer.
Step 5: Mobile App
Technicians can use the mobile app to enter relevant information after each maintenance cycle. You can also create and attach equipment directly through the mobile app.