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Customer Profile: Manage Equipment

Download Customer Profile: Manage Equipment PDF

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.

How Serial-Numbered Equipment Appears in Customer Equipment

  • When a job is completed that includes equipment with a serial number, that equipment will automatically appear under the Customer Equipment tab in OT—as long as the serial number hasn’t already been assigned to that customer or another customer.
  • If the same serial number was previously deleted from the Customer Equipment tab and is used again in a future job (for the same or a different customer), it will reappear under the Customer Equipment tab after the job is completed.

This ensures that serial-numbered equipment is accurately tracked and linked to the right customer after each job.

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.

Deleting Equipment Linked to a Service Agreement

  • When attempting to delete equipment that is linked to a service agreement, the system will:
    • Display a warning message.
    • Prevent the equipment from being deleted.