Customer Profile: Equipment

The Equipment Tab contains a listing of all the equipment/hardware that the customer has purchased from you or any equipment from third-party vendors that you track. 

The list includes the equipment type and model, the manufacturer, warranty details, attachments, and description. For ease of monitoring, the list includes the number of months left before warranty expiration. 

Use the Filter bar to find specific equipment. 

Adding Equipment 

To add equipment, click on the Add New button

The Add New Equipment window will open. Fill in the details. The fields with * are required. 

If the equipment you are adding to the customer is an item in your equipment inventory, you can select it from the drop-down list to auto-fill the details. Once selected, click Load. If the equipment was not purchased from you or is not in your Equipment Inventory, skip this step. 

The equipment type, manufacturer, model, and vendor will automatically be filled in. Data will be from the equipment inventory

If the equipment was not bought from you but you wish to track it, manually add the equipment type, manufacturer model and vendor of the equipment.  If you track equipment by Serial number, Barcode, or QR code, enter the appropriate information.

Select the customer’s service location. If the customer has more than one service location, select the one where the equipment is located. 

Enter the Warranty Expiration Date by clicking on the calendar icon and choosing the date from the drop-down. 

If there is a contract associated specifically with this equipment, you can also attach it here. Use the Choose File button to select and upload the file. 

Enter the description and any notes you need about the equipment. 

To view or create service notes related to this equipment item, click the Service Notes tab.

To add a new Service Note, type note info into the text box. If there are attachments associated with the note, click the Choose File button. Finally, select the date the service occurred. Click Add. The note will be added to the list

Once all information has been entered for an equipment, click Save

The equipment will be added to the list. 

To manage an equipment entry click the 3-dot menu to the right and select either edit, delete, or add service note.  Clicking edit will open the edit equipment screen identical to the add equipment screen from above. Clicking Add Service Note will open the Add Service Note page discussed above. To Delete an equipment item from this customer, click Delete and then Yes


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