Customer Profile: Manage Equipment
The Equipment tab shows all the equipment your customer owns. This includes:
- Equipment they purchased from you
- Equipment from other vendors that you track or service
You can also use this tab to keep a service history for each item.
What You’ll See
Each item on the list shows:
- Type and model
- Manufacturer
- Serial number
- Warranty info
- Service location
- Notes
Click a column header (like “Type” or “Manufacturer”) to sort the list alphabetically.
Finding Equipment
Use the Filter Bar at the top to quickly find what you need.
If your customer has more than one service location:
- Use the Location filter to see equipment for a specific location
You can also filter by:
- Equipment or Parts
- Combine filters to narrow down results even more
Click Clear Filter to reset your filters and show everything again.
Add New Equipment
To add a new item, click the Add New Equipment button.
