Creating and Using Equipment in Connect2Field
Connect2Field allows you to create Equipment attached to your customers to be assign to jobs. Connect2field will also keep history on when they where last serviced.
You can also keep important information like Purchase Dates, PO numbers, Warranty Periods ect.
With Connect2Fields customisablitlity, you can create questions for your field workers to be answered about the equipment while on the road
This tutorial will explain how to Create and Use the Equipment
Select Client from the main menu
Choose the customer you would like to attached equipment to.
From your Client Details Page, select Equipment
Click ADD
Enter all the information you would like to capture for your customers equipment.
1. Name of equipment, Brand, Model
2. Serial Number
3. Warranty Period
4. Supplier Name and Supplier Invoice Number
5. Date Purchased, Date Ordered
6. Status - Installed, Arrived, DOA, ordered, back order, under repair in office, RA to Supplier
Type - This is customizable. Eg Boat, Computer, Car
7. History notes
8. Attached equipment to Site if you customer has multiple sites
9. Customer fields for any other type of information you would like to capture
10. Allows you to see the questions and history for this equipment.
Incase more information needs to be captured, you can add more Custom Fields, by clicking Here (as above)
Once you have entered all the data required, click Save
Adding Equipment to Jobs
Create a New Job and Save it.
Once the Job has been saved, you can Attach Equipments from the Equipments Tab
Click Equipment, then ADD
Add your comment